+52.6%
XOM vs GE
+8.3%
+44.3%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +2.7% | -7.4% | -3.8% |
| 7D | -7.0% | +9.4% | -16.4% | -4.3% |
| 30D | +3.2% | +7.5% | -4.3% | +5.8% |
| 3M | +10.7% | -12.5% | +23.2% | +7.5% |
| 6M | +11.6% | +17.8% | -6.2% | +17.6% |
| YTD | +43.5% | +7.4% | +36.1% | +49.3% |
| 1Y | +52.6% | +8.9% | +43.7% | +59.9% |
| All | +52.6% | +8.3% | +44.3% | +59.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GE.
Daily Out/Under-Performance
Portfolio return minus GE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GE 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 GE 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