+4,459.6%
XOM vs DIS
+1,726.3%
+2,733.2%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.4% | +1.0% | +1.3% |
| 7D | -1.5% | +0.6% | -2.1% | -1.7% |
| 30D | -3.2% | +10.3% | -13.4% | -6.2% |
| 3M | +5.0% | +15.6% | -10.6% | +0.1% |
| 6M | +12.9% | +15.1% | -2.3% | +7.2% |
| YTD | +41.3% | +6.0% | +35.3% | +36.7% |
| 1Y | +43.2% | +5.7% | +37.5% | +38.3% |
| 3Y | +77.3% | +39.8% | +37.5% | +53.9% |
| 5Y | +204.8% | -23.9% | +228.7% | +212.4% |
| 10Y | +197.1% | +32.9% | +164.2% | +153.4% |
| All | +4,459.6% | +1,726.3% | +2,733.2% | +1,859.0% |
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