+211.6%
XOM vs GE
+405.3%
-193.7%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.3% | +0.2% | +0.4% |
| 7D | +2.8% | +2.7% | +0.2% | +2.5% |
| 30D | -3.6% | +8.1% | -11.7% | -4.5% |
| 3M | +8.2% | -7.9% | +16.1% | +9.2% |
| 6M | +14.0% | +12.9% | +1.1% | +11.3% |
| YTD | +44.6% | +8.2% | +36.4% | +41.0% |
| 1Y | +47.8% | +9.7% | +38.1% | +43.5% |
| 3Y | +79.6% | +266.1% | -186.5% | +23.0% |
| All | +211.6% | +405.3% | -193.7% | +81.7% |
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