+264.7%
XOM vs GRMN
+73.8%
+190.9%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | +1.9% | -1.8% | +3.7% | +2.0% |
| 30D | +4.1% | -12.1% | +16.2% | +5.3% |
| 3M | +10.4% | +18.0% | -7.6% | +8.3% |
| 6M | +13.0% | +13.7% | -0.7% | +11.1% |
| YTD | +40.1% | +35.3% | +4.8% | +34.2% |
| 1Y | +51.1% | +17.2% | +33.9% | +47.4% |
| 3Y | +57.7% | +179.6% | -121.9% | +31.8% |
| 5Y | +264.7% | +75.6% | +189.2% | +219.2% |
| All | +264.7% | +73.8% | +190.9% | +219.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling