+52.6%
XOM vs C
+27.1%
+25.5%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +1.7% | -6.3% | -4.3% |
| 7D | -7.0% | +1.1% | -8.1% | -6.8% |
| 30D | +3.2% | -2.4% | +5.6% | +2.9% |
| 3M | +10.7% | -8.4% | +19.0% | +9.2% |
| 6M | +11.6% | +0.3% | +11.3% | +12.4% |
| YTD | +43.5% | +9.1% | +34.4% | +47.2% |
| 1Y | +52.6% | +26.0% | +26.6% | +56.4% |
| All | +52.6% | +27.1% | +25.5% | +56.4% |
Cumulative growth
Daily Returns
Daily percentage return beside C.
Daily Out/Under-Performance
Portfolio return minus C return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × C 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 C 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