+257.2%
XOM vs BN
+33.2%
+224.1%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.4% | 0.0% | +0.4% |
| 7D | +4.1% | -5.2% | +9.3% | +5.1% |
| 30D | +4.6% | -14.5% | +19.1% | +7.5% |
| 3M | +14.0% | -15.0% | +29.0% | +17.1% |
| 6M | +11.0% | -5.4% | +16.4% | +10.7% |
| YTD | +40.7% | -16.4% | +57.1% | +44.0% |
| 1Y | +52.3% | -16.2% | +68.6% | +55.3% |
| 3Y | +60.5% | +67.5% | -7.1% | +33.4% |
| All | +257.2% | +33.2% | +224.1% | +205.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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