+254.2%
XOM vs C
+128.9%
+125.3%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.7% | +1.5% | +0.9% |
| 7D | -2.4% | +3.2% | -5.5% | -3.1% |
| 30D | +5.7% | +1.3% | +4.4% | +5.2% |
| 3M | +6.6% | +3.1% | +3.4% | +5.2% |
| 6M | +7.7% | +29.6% | -22.0% | -1.2% |
| YTD | +36.2% | +19.0% | +17.2% | +27.6% |
| 1Y | +50.5% | +45.6% | +4.8% | +31.2% |
| 3Y | +53.4% | +269.3% | -215.9% | -10.2% |
| 5Y | +254.2% | +131.6% | +122.6% | +159.7% |
| All | +254.2% | +128.9% | +125.3% | +159.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling