+261.8%
XOM vs GPC
+30.9%
+230.9%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.9% | +1.3% | +2.1% |
| 7D | 0.0% | -0.6% | +0.7% | +0.1% |
| 30D | +3.4% | +1.3% | +2.1% | +3.1% |
| 3M | +11.0% | +37.1% | -26.1% | +4.3% |
| 6M | +10.6% | +23.2% | -12.6% | +6.0% |
| YTD | +39.2% | +13.1% | +26.1% | +35.5% |
| 1Y | +52.7% | +0.9% | +51.9% | +52.6% |
| 3Y | +56.8% | -0.8% | +57.6% | +53.3% |
| 5Y | +261.8% | +31.1% | +230.7% | +204.0% |
| All | +261.8% | +30.9% | +230.9% | +204.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GPC.
Daily Out/Under-Performance
Portfolio return minus GPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPC 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 GPC 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