+52.6%
XOM vs BMY
+45.9%
+6.7%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +4.0% | -8.6% | -4.3% |
| 7D | -7.0% | +6.0% | -13.0% | -6.6% |
| 30D | +3.2% | +9.1% | -5.9% | +3.8% |
| 3M | +10.7% | -2.6% | +13.2% | +10.7% |
| 6M | +11.6% | +13.1% | -1.5% | +12.9% |
| YTD | +43.5% | +23.0% | +20.5% | +47.6% |
| 1Y | +52.6% | +45.6% | +7.0% | +55.4% |
| All | +52.6% | +45.9% | +6.7% | +55.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BMY.
Daily Out/Under-Performance
Portfolio return minus BMY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BMY 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 1y: compounded portfolio wealth divided by compounded BMY 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…
1y analysis · Full analysis span regression · 6 months rolling