+192.9%
XOM vs BUD
-22.3%
+215.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.3% | +0.2% |
| 7D | +4.1% | -2.6% | +6.7% | +5.0% |
| 30D | +4.6% | -1.2% | +5.8% | +4.9% |
| 3M | +14.0% | -4.9% | +18.9% | +15.6% |
| 6M | +11.0% | +9.3% | +1.7% | +6.4% |
| YTD | +40.7% | +24.0% | +16.7% | +28.6% |
| 1Y | +52.3% | +34.5% | +17.8% | +34.8% |
| 3Y | +60.5% | +43.7% | +16.8% | +34.7% |
| 5Y | +266.4% | +46.0% | +220.4% | +194.8% |
| All | +192.9% | -22.3% | +215.2% | +158.7% |
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