+60.5%
XOM vs GRAB
-18.7%
+79.1%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GRAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.3% | -0.9% | +0.5% |
| 7D | +4.1% | -10.8% | +14.9% | +4.1% |
| 30D | +4.6% | -15.5% | +20.1% | +4.6% |
| 3M | +14.0% | -9.0% | +22.9% | +13.8% |
| 6M | +11.0% | -21.6% | +32.6% | +11.3% |
| YTD | +40.7% | -38.9% | +79.6% | +42.7% |
| 1Y | +52.3% | -44.8% | +97.2% | +55.2% |
| 3Y | +60.5% | -18.4% | +78.9% | +51.9% |
| All | +60.5% | -18.7% | +79.1% | +51.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GRAB.
Daily Out/Under-Performance
Portfolio return minus GRAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRAB 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 3y: compounded portfolio wealth divided by compounded GRAB 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…
3y analysis · Full analysis span regression · 6 months rolling