+4,419.1%
XOM vs BKR
+528.0%
+3,891.1%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -6.7% | +7.3% | +3.0% |
| 7D | +1.9% | -6.7% | +8.5% | +4.2% |
| 30D | +4.1% | -8.3% | +12.4% | +7.1% |
| 3M | +10.4% | -5.4% | +15.8% | +12.1% |
| 6M | +13.0% | +0.8% | +12.2% | +11.3% |
| YTD | +40.1% | +31.8% | +8.2% | +25.3% |
| 1Y | +51.1% | +28.6% | +22.5% | +35.9% |
| 3Y | +57.7% | +71.2% | -13.5% | +26.0% |
| 5Y | +264.7% | +179.2% | +85.5% | +143.2% |
| 10Y | +193.1% | +124.0% | +69.1% | +95.5% |
| All | +4,419.1% | +528.0% | +3,891.1% | +1,695.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling