+261.8%
XOM vs BUD
+44.7%
+217.1%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.2% | +4.4% | +2.5% |
| 7D | 0.0% | -1.3% | +1.4% | +0.2% |
| 30D | +3.4% | -6.1% | +9.6% | +4.2% |
| 3M | +11.0% | -3.8% | +14.8% | +11.4% |
| 6M | +10.6% | +8.2% | +2.4% | +9.0% |
| YTD | +39.2% | +23.6% | +15.6% | +34.2% |
| 1Y | +52.7% | +33.4% | +19.3% | +45.4% |
| 3Y | +56.8% | +45.3% | +11.4% | +45.7% |
| 5Y | +261.8% | +44.3% | +217.5% | +233.2% |
| All | +261.8% | +44.7% | +217.1% | +233.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling