+51.1%
XOM vs GEN
+3.4%
+47.7%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.7% | -0.1% | +0.6% |
| 7D | +1.9% | -4.3% | +6.2% | +1.7% |
| 30D | +4.1% | +3.8% | +0.3% | +4.2% |
| 3M | +10.4% | +22.3% | -11.9% | +10.8% |
| 6M | +13.0% | +39.0% | -25.9% | +14.4% |
| YTD | +40.1% | +11.9% | +28.2% | +44.9% |
| 1Y | +51.1% | +4.5% | +46.6% | +54.8% |
| All | +51.1% | +3.4% | +47.7% | +54.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling