+49.1%
XOM vs BRKR
+53.7%
-4.6%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +5.6% | -5.3% | +0.9% |
| 7D | -11.4% | +7.4% | -18.8% | -10.6% |
| 30D | +1.1% | +2.7% | -1.6% | +1.8% |
| 3M | +7.8% | +19.7% | -11.9% | +10.1% |
| 6M | +13.0% | +45.2% | -32.1% | +19.4% |
| YTD | +40.6% | +30.6% | +10.0% | +49.3% |
| 1Y | +49.1% | +56.6% | -7.6% | +58.9% |
| All | +49.1% | +53.7% | -4.6% | +58.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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