+4,261.5%
XOM vs GEN
+8,838.9%
-4,577.3%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.2% | +0.5% | -1.5% |
| 7D | +1.8% | -1.2% | +3.0% | +1.8% |
| 30D | +5.9% | +10.1% | -4.3% | +4.9% |
| 3M | +5.6% | +16.1% | -10.5% | +4.1% |
| 6M | +7.9% | +38.9% | -31.0% | +4.5% |
| YTD | +35.2% | +14.4% | +20.7% | +33.0% |
| 1Y | +46.0% | +5.9% | +40.1% | +44.5% |
| 3Y | +55.0% | +58.8% | -3.8% | +47.6% |
| 5Y | +246.3% | +24.7% | +221.6% | +233.8% |
| 10Y | +181.0% | +163.1% | +17.9% | +150.2% |
| All | +4,261.5% | +8,838.9% | -4,577.3% | +3,106.4% |
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