+212.8%
XOM vs GEN
+31.4%
+181.4%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -3.1% | +4.9% | +2.1% |
| 7D | +2.7% | -3.0% | +5.7% | +3.0% |
| 30D | -2.5% | +24.7% | -27.2% | -4.5% |
| 3M | +7.0% | +4.1% | +2.8% | +6.2% |
| 6M | +14.2% | +36.0% | -21.8% | +9.8% |
| YTD | +43.9% | +10.9% | +33.1% | +41.9% |
| 1Y | +47.9% | +12.2% | +35.7% | +45.6% |
| 3Y | +80.6% | +63.3% | +17.3% | +69.0% |
| 5Y | +212.8% | +29.0% | +183.8% | +185.9% |
| All | +212.8% | +31.4% | +181.4% | +185.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling