+2,799.8%
XOM vs DECK
+7,999.1%
-5,199.3%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.5% | -0.8% | -2.3% |
| 7D | -9.8% | +6.0% | -15.8% | -10.2% |
| 30D | +0.5% | +7.4% | -6.9% | 0.0% |
| 3M | +9.7% | -11.7% | +21.4% | +10.4% |
| 6M | +8.1% | -11.0% | +19.1% | +8.5% |
| YTD | +40.1% | -15.4% | +55.5% | +40.6% |
| 1Y | +49.6% | +7.2% | +42.4% | +47.8% |
| 3Y | +69.3% | -11.8% | +81.1% | +67.0% |
| 5Y | +202.9% | +24.3% | +178.6% | +189.4% |
| 10Y | +204.7% | +907.5% | -702.9% | +155.9% |
| All | +2,799.8% | +7,999.1% | -5,199.3% | +2,042.4% |
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