+815.3%
XOM vs GPN
+2,494.6%
-1,679.4%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.8% | -1.1% | +0.1% |
| 7D | +1.9% | -3.5% | +5.4% | +2.8% |
| 30D | +4.1% | +3.1% | +0.9% | +2.9% |
| 3M | +10.4% | +42.3% | -31.9% | -0.6% |
| 6M | +13.0% | +20.9% | -7.8% | +5.5% |
| YTD | +40.1% | +15.2% | +24.8% | +31.5% |
| 1Y | +51.1% | +5.4% | +45.7% | +44.8% |
| 3Y | +57.7% | -27.4% | +85.1% | +63.1% |
| 5Y | +264.7% | -44.2% | +308.9% | +294.8% |
| 10Y | +193.1% | +27.4% | +165.7% | +149.6% |
| All | +815.3% | +2,494.6% | -1,679.4% | +337.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling