+4,294.1%
XOM vs EAT
+11,250.4%
-6,956.3%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.4% | +4.1% | +1.2% |
| 7D | -2.4% | -4.9% | +2.5% | -1.7% |
| 30D | +5.7% | -1.2% | +6.9% | +5.7% |
| 3M | +6.6% | +52.2% | -45.7% | +0.3% |
| 6M | +7.7% | +65.0% | -57.4% | -0.5% |
| YTD | +36.2% | +55.0% | -18.8% | +26.6% |
| 1Y | +50.5% | +42.1% | +8.4% | +40.7% |
| 3Y | +53.4% | +614.7% | -561.4% | +10.8% |
| 5Y | +254.2% | +322.7% | -68.6% | +166.2% |
| 10Y | +177.9% | +382.0% | -204.1% | +85.2% |
| All | +4,294.1% | +11,250.4% | -6,956.3% | +1,992.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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