+43.2%
XOM vs GD
+7.0%
+36.2%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.1% | +1.4% | +1.4% |
| 7D | -1.5% | +0.6% | -2.2% | -1.6% |
| 30D | -3.2% | +9.5% | -12.6% | -3.6% |
| 3M | +5.0% | -5.8% | +10.8% | +5.2% |
| 6M | +12.9% | +7.7% | +5.1% | +12.1% |
| YTD | +41.3% | +11.1% | +30.3% | +37.5% |
| 1Y | +43.2% | +6.1% | +37.1% | +39.8% |
| All | +43.2% | +7.0% | +36.2% | +39.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 GD 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