+264.7%
XOM vs DOW
-36.0%
+300.7%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.2% | +0.3% |
| 7D | +1.9% | -2.4% | +4.2% | +2.7% |
| 30D | +4.1% | -4.1% | +8.1% | +5.5% |
| 3M | +10.4% | -12.4% | +22.8% | +15.5% |
| 6M | +13.0% | -10.6% | +23.7% | +16.7% |
| YTD | +40.1% | +31.1% | +9.0% | +25.2% |
| 1Y | +51.1% | +30.5% | +20.6% | +33.9% |
| 3Y | +57.7% | -34.4% | +92.1% | +86.0% |
| 5Y | +264.7% | -35.5% | +300.2% | +333.0% |
| All | +264.7% | -36.0% | +300.7% | +333.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling