+52.6%
XOM vs HD
-3.1%
+55.7%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +6.5% | -11.1% | -2.8% |
| 7D | -7.0% | +11.9% | -18.9% | -4.1% |
| 30D | +3.2% | +26.4% | -23.2% | +9.7% |
| 3M | +10.7% | +2.8% | +7.8% | +11.5% |
| 6M | +11.6% | +15.5% | -3.9% | +16.0% |
| YTD | +43.5% | +5.5% | +37.9% | +49.3% |
| 1Y | +52.6% | -4.6% | +57.2% | +58.9% |
| All | +52.6% | -3.1% | +55.7% | +58.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HD.
Daily Out/Under-Performance
Portfolio return minus HD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HD 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 HD 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