+52.6%
XOM vs BNY
+45.2%
+7.4%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +2.3% | -6.9% | -4.5% |
| 7D | -7.0% | +2.8% | -9.8% | -6.9% |
| 30D | +3.2% | +6.7% | -3.5% | +3.5% |
| 3M | +10.7% | -2.2% | +12.8% | +10.9% |
| 6M | +11.6% | +16.8% | -5.2% | +11.7% |
| YTD | +43.5% | +33.9% | +9.6% | +41.0% |
| 1Y | +52.6% | +43.9% | +8.7% | +48.2% |
| All | +52.6% | +45.2% | +7.4% | +48.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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