+52.3%
XOM vs GRMN
+21.5%
+30.8%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.2% | -3.8% | +0.8% |
| 7D | +4.1% | +2.4% | +1.7% | +4.3% |
| 30D | +4.6% | -8.5% | +13.0% | +3.9% |
| 3M | +14.0% | +19.5% | -5.5% | +16.1% |
| 6M | +11.0% | +21.2% | -10.2% | +13.4% |
| YTD | +40.7% | +41.0% | -0.3% | +43.7% |
| 1Y | +52.3% | +19.6% | +32.7% | +56.4% |
| All | +52.3% | +21.5% | +30.8% | +56.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 GRMN 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