+4,294.1%
XOM vs BN
+14,855.3%
-10,561.2%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.6% | +3.3% | +1.5% |
| 7D | -2.4% | -1.2% | -1.2% | -2.1% |
| 30D | +5.7% | -10.9% | +16.6% | +9.1% |
| 3M | +6.6% | -11.1% | +17.6% | +9.9% |
| 6M | +7.7% | -4.4% | +12.0% | +7.6% |
| YTD | +36.2% | -14.1% | +50.3% | +40.0% |
| 1Y | +50.5% | -11.1% | +61.5% | +52.5% |
| 3Y | +53.4% | +75.6% | -22.2% | +22.5% |
| 5Y | +254.2% | +35.8% | +218.4% | +199.8% |
| 10Y | +177.9% | +261.6% | -83.7% | +76.8% |
| All | +4,294.1% | +14,855.3% | -10,561.2% | +1,847.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling