+176.0%
XOM vs DOW
-15.4%
+191.4%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.4% | +0.3% | +0.5% |
| 7D | -2.4% | -2.9% | +0.6% | -1.1% |
| 30D | +5.7% | +2.0% | +3.7% | +4.5% |
| 3M | +6.6% | -12.5% | +19.1% | +12.9% |
| 6M | +7.7% | -9.2% | +16.9% | +11.0% |
| YTD | +36.2% | +30.8% | +5.4% | +16.9% |
| 1Y | +50.5% | +29.4% | +21.1% | +27.7% |
| 3Y | +53.4% | -34.6% | +87.9% | +77.6% |
| 5Y | +254.2% | -35.9% | +290.1% | +307.9% |
| All | +176.0% | -15.4% | +191.4% | +142.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling