+204.0%
XOM vs BUD
-3.2%
+207.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.3% | +2.1% | +1.9% |
| 7D | +2.7% | -1.6% | +4.3% | +3.2% |
| 30D | -2.5% | +6.7% | -9.1% | -4.9% |
| 3M | +7.0% | +5.9% | +1.1% | +4.3% |
| 6M | +14.2% | +5.1% | +9.2% | +11.3% |
| YTD | +43.9% | +32.9% | +11.0% | +27.9% |
| 1Y | +47.9% | +31.8% | +16.1% | +31.7% |
| 3Y | +80.6% | +47.4% | +33.2% | +50.5% |
| 5Y | +212.8% | +50.8% | +162.0% | +149.9% |
| All | +204.0% | -3.2% | +207.2% | +147.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 10y: compounded portfolio wealth divided by compounded BUD 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…
10y analysis · Full analysis span regression · 6 months rolling