+830.2%
XOM vs BRKR
+172.5%
+657.7%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.7% | +0.5% |
| 7D | +4.1% | -8.7% | +12.8% | +5.0% |
| 30D | +4.6% | -9.9% | +14.4% | +5.6% |
| 3M | +14.0% | -3.1% | +17.0% | +13.5% |
| 6M | +11.0% | +45.5% | -34.5% | +5.0% |
| YTD | +40.7% | +13.7% | +27.0% | +36.5% |
| 1Y | +52.3% | +67.4% | -15.1% | +41.1% |
| 3Y | +60.5% | -13.2% | +73.7% | +56.4% |
| 5Y | +266.4% | -39.5% | +305.9% | +267.1% |
| 10Y | +194.4% | +153.5% | +41.0% | +151.8% |
| All | +830.2% | +172.5% | +657.7% | +585.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling