+52.6%
XOM vs DELL
+142.0%
-89.4%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -8.8% | +4.2% | -4.9% |
| 7D | -7.0% | -24.6% | +17.6% | -7.9% |
| 30D | +3.2% | -32.5% | +35.7% | +1.8% |
| 3M | +10.7% | -20.2% | +30.9% | +10.0% |
| 6M | +11.6% | +76.5% | -64.9% | +13.2% |
| YTD | +43.5% | +198.9% | -155.4% | +41.1% |
| 1Y | +52.6% | +143.3% | -90.7% | +49.1% |
| All | +52.6% | +142.0% | -89.4% | +49.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DELL.
Daily Out/Under-Performance
Portfolio return minus DELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DELL 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 1y: compounded portfolio wealth divided by compounded DELL 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…
1y analysis · Full analysis span regression · 6 months rolling