+191.6%
XOM vs GEN
+157.3%
+34.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.7% | -0.1% | +0.5% |
| 7D | +1.9% | -4.3% | +6.2% | +2.4% |
| 30D | +4.1% | +3.8% | +0.3% | +3.5% |
| 3M | +10.4% | +22.3% | -11.9% | +7.2% |
| 6M | +13.0% | +39.0% | -25.9% | +7.4% |
| YTD | +40.1% | +11.9% | +28.2% | +37.1% |
| 1Y | +51.1% | +4.5% | +46.6% | +49.4% |
| 3Y | +57.7% | +59.0% | -1.3% | +45.4% |
| 5Y | +264.7% | +22.0% | +242.7% | +243.0% |
| All | +191.6% | +157.3% | +34.2% | +129.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 10y: compounded portfolio wealth divided by compounded GEN 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…
10y analysis · Full analysis span regression · 6 months rolling