+59.7%
XOM vs GRMN
+179.1%
-119.4%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | +1.9% | -1.8% | +3.7% | +1.9% |
| 30D | +4.1% | -12.1% | +16.2% | +4.7% |
| 3M | +10.4% | +18.0% | -7.6% | +9.3% |
| 6M | +13.0% | +13.7% | -0.7% | +12.0% |
| YTD | +40.1% | +35.3% | +4.8% | +36.3% |
| 1Y | +51.1% | +17.2% | +33.9% | +48.9% |
| All | +59.7% | +179.1% | -119.4% | +48.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling