+257.2%
XOM vs BKR
+172.8%
+84.4%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.0% | +0.7% |
| 7D | +4.1% | -7.0% | +11.1% | +7.4% |
| 30D | +4.6% | -8.1% | +12.7% | +8.5% |
| 3M | +14.0% | -6.6% | +20.6% | +17.0% |
| 6M | +11.0% | +0.9% | +10.1% | +8.4% |
| YTD | +40.7% | +31.1% | +9.6% | +20.3% |
| 1Y | +52.3% | +27.7% | +24.6% | +31.2% |
| 3Y | +60.5% | +71.2% | -10.8% | +14.3% |
| All | +257.2% | +172.8% | +84.4% | +84.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BKR.
Daily Out/Under-Performance
Portfolio return minus BKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BKR 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 5y: compounded portfolio wealth divided by compounded BKR 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…
5y analysis · Full analysis span regression · 6 months rolling