+204.0%
XOM vs HD
+240.6%
-36.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.9% | +2.7% | +2.1% |
| 7D | +2.7% | -0.5% | +3.2% | +2.8% |
| 30D | -2.5% | +18.5% | -21.0% | -7.8% |
| 3M | +7.0% | +2.2% | +4.8% | +5.7% |
| 6M | +14.2% | +13.8% | +0.4% | +8.0% |
| YTD | +43.9% | +3.4% | +40.5% | +39.7% |
| 1Y | +47.9% | -3.5% | +51.4% | +46.9% |
| 3Y | +80.6% | +29.0% | +51.6% | +56.7% |
| 5Y | +212.8% | +6.1% | +206.7% | +187.3% |
| All | +204.0% | +240.6% | -36.6% | +79.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling