+2,697.5%
XOM vs DECK
+7,820.9%
-5,123.4%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.6% | -3.2% | -1.8% |
| 7D | +1.8% | -2.2% | +4.0% | +1.9% |
| 30D | +5.9% | -13.6% | +19.4% | +6.8% |
| 3M | +5.6% | -21.2% | +26.8% | +7.0% |
| 6M | +7.9% | -21.1% | +28.9% | +9.0% |
| YTD | +35.2% | -17.2% | +52.4% | +36.0% |
| 1Y | +46.0% | -30.7% | +76.7% | +48.3% |
| 3Y | +55.0% | -3.4% | +58.4% | +51.9% |
| 5Y | +246.3% | +25.5% | +220.8% | +230.6% |
| 10Y | +181.0% | +714.7% | -533.7% | +138.7% |
| All | +2,697.5% | +7,820.9% | -5,123.4% | +1,972.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling