+4,261.5%
XOM vs DIS
+1,507.4%
+2,754.1%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.7% | 0.0% | -1.2% |
| 7D | +1.8% | -2.6% | +4.3% | +2.6% |
| 30D | +5.9% | +3.5% | +2.4% | +4.6% |
| 3M | +5.6% | +6.8% | -1.3% | +3.0% |
| 6M | +7.9% | +3.0% | +4.9% | +5.7% |
| YTD | +35.2% | -6.7% | +41.9% | +36.4% |
| 1Y | +46.0% | -10.1% | +56.1% | +48.5% |
| 3Y | +55.0% | +33.0% | +22.0% | +36.5% |
| 5Y | +246.3% | -40.0% | +286.3% | +282.7% |
| 10Y | +181.0% | +21.1% | +159.9% | +147.5% |
| All | +4,261.5% | +1,507.4% | +2,754.1% | +1,853.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DIS.
Daily Out/Under-Performance
Portfolio return minus DIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIS 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 DIS 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