+193.1%
XOM vs C
+213.8%
-20.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.3% |
| 7D | -7.3% | -0.4% | -7.0% | -7.3% |
| 30D | -2.6% | -5.2% | +2.5% | -0.7% |
| 3M | +3.6% | -9.1% | +12.7% | +7.3% |
| 6M | +15.3% | -1.6% | +16.9% | +14.1% |
| YTD | +39.4% | +6.9% | +32.5% | +30.4% |
| 1Y | +43.2% | +23.0% | +20.2% | +24.9% |
| 3Y | +74.9% | +216.1% | -141.2% | -9.8% |
| 5Y | +201.3% | +112.2% | +89.0% | +87.2% |
| All | +193.1% | +213.8% | -20.6% | +53.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling