+295.8%
XOM vs BIL
+31.3%
+264.5%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.8% | +1.8% |
| 7D | +2.7% | +0.1% | +2.6% | +3.1% |
| 30D | -2.5% | +0.3% | -2.8% | -1.1% |
| 3M | +7.0% | +0.9% | +6.0% | +11.6% |
| 6M | +14.2% | +1.8% | +12.4% | +24.2% |
| YTD | +43.9% | +3.1% | +40.8% | +65.9% |
| 1Y | +47.9% | +3.7% | +44.2% | +74.7% |
| 3Y | +80.6% | +13.8% | +66.8% | +232.8% |
| 5Y | +212.8% | +20.2% | +192.6% | +659.2% |
| 10Y | +202.6% | +26.1% | +176.4% | +842.4% |
| All | +295.8% | +31.3% | +264.5% | +1,167.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded BIL wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling