+52.6%
XOM vs DOW
+50.2%
+2.4%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -3.2% | -1.4% | -3.5% |
| 7D | -7.0% | -4.2% | -2.8% | -5.6% |
| 30D | +3.2% | +14.7% | -11.5% | -1.4% |
| 3M | +10.7% | +9.1% | +1.6% | +7.3% |
| 6M | +11.6% | -17.7% | +29.3% | +17.3% |
| YTD | +43.5% | +44.6% | -1.1% | +33.1% |
| 1Y | +52.6% | +51.9% | +0.7% | +41.1% |
| All | +52.6% | +50.2% | +2.4% | +41.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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