+52.6%
XOM vs GLDM
+2.8%
+49.8%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +3.7% | -8.3% | -4.4% |
| 7D | -7.0% | -0.3% | -6.7% | -6.9% |
| 30D | +3.2% | -1.9% | +5.1% | +3.3% |
| 3M | +10.7% | -0.4% | +11.1% | +10.7% |
| 6M | +11.6% | -10.1% | +21.7% | +12.0% |
| YTD | +43.5% | -5.8% | +49.3% | +41.5% |
| 1Y | +52.6% | +3.1% | +49.5% | +48.7% |
| All | +52.6% | +2.8% | +49.8% | +48.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GLDM.
Daily Out/Under-Performance
Portfolio return minus GLDM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GLDM 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 GLDM 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