+52.6%
XOM vs GPN
+20.6%
+32.0%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.9% | -2.7% | -4.7% |
| 7D | -7.0% | +15.0% | -22.0% | -6.4% |
| 30D | +3.2% | +16.9% | -13.7% | +3.9% |
| 3M | +10.7% | +9.2% | +1.5% | +11.1% |
| 6M | +11.6% | +34.7% | -23.1% | +13.5% |
| YTD | +43.5% | +25.4% | +18.1% | +44.9% |
| 1Y | +52.6% | +21.7% | +30.9% | +54.2% |
| All | +52.6% | +20.6% | +32.0% | +54.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GPN.
Daily Out/Under-Performance
Portfolio return minus GPN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPN 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 GPN 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