+202.9%
XOM vs DECK
+25.8%
+177.2%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.5% | -0.8% | -2.3% |
| 7D | -9.8% | +6.0% | -15.8% | -10.0% |
| 30D | +0.5% | +7.4% | -6.9% | +0.1% |
| 3M | +9.7% | -11.7% | +21.4% | +10.3% |
| 6M | +8.1% | -11.0% | +19.1% | +8.4% |
| YTD | +40.1% | -15.4% | +55.5% | +40.5% |
| 1Y | +49.6% | +7.2% | +42.4% | +47.1% |
| 3Y | +69.3% | -11.8% | +81.1% | +64.2% |
| 5Y | +202.9% | +24.3% | +178.6% | +193.5% |
| All | +202.9% | +25.8% | +177.2% | +193.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DECK.
Daily Out/Under-Performance
Portfolio return minus DECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DECK 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 DECK 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