+316.4%
XOM vs BND
+76.2%
+240.2%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.2% | +2.4% | +2.1% |
| 7D | 0.0% | -0.1% | +0.2% | 0.0% |
| 30D | +3.4% | -0.2% | +3.7% | +3.4% |
| 3M | +11.0% | -0.7% | +11.7% | +10.8% |
| 6M | +10.6% | -1.7% | +12.3% | +10.0% |
| YTD | +39.2% | -0.5% | +39.7% | +39.1% |
| 1Y | +52.7% | +0.4% | +52.4% | +53.1% |
| 3Y | +56.8% | +13.1% | +43.6% | +64.7% |
| 5Y | +261.8% | -2.1% | +263.9% | +255.8% |
| 10Y | +191.3% | +15.7% | +175.6% | +214.1% |
| All | +316.4% | +76.2% | +240.2% | +389.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 BND 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