+4,565.7%
XOM vs GEN
+8,765.9%
-4,200.3%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.4% | -1.9% | +0.3% |
| 7D | +2.8% | +2.0% | +0.8% | +2.7% |
| 30D | -3.6% | +27.7% | -31.4% | -5.7% |
| 3M | +8.2% | +3.3% | +5.0% | +7.6% |
| 6M | +14.0% | +31.8% | -17.8% | +10.9% |
| YTD | +44.6% | +13.5% | +31.1% | +41.9% |
| 1Y | +47.8% | +16.0% | +31.7% | +44.7% |
| 3Y | +79.6% | +70.6% | +9.0% | +69.6% |
| 5Y | +214.3% | +32.1% | +182.2% | +200.6% |
| 10Y | +204.0% | +153.4% | +50.6% | +170.7% |
| All | +4,565.7% | +8,765.9% | -4,200.3% | +3,321.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling