+264.7%
XOM vs GE
+415.9%
-151.2%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +0.7% |
| 7D | +1.9% | -2.8% | +4.7% | +2.2% |
| 30D | +4.1% | -11.9% | +16.0% | +5.8% |
| 3M | +10.4% | +1.8% | +8.6% | +9.5% |
| 6M | +13.0% | -0.6% | +13.6% | +12.3% |
| YTD | +40.1% | +5.5% | +34.5% | +36.7% |
| 1Y | +51.1% | +15.0% | +36.2% | +44.1% |
| 3Y | +57.7% | +269.5% | -211.8% | +3.7% |
| 5Y | +264.7% | +422.4% | -157.7% | +102.1% |
| All | +264.7% | +415.9% | -151.2% | +102.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling