+192.9%
XOM vs HRB
+209.1%
-16.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.5% | -0.1% | +0.3% |
| 7D | +4.1% | -8.0% | +12.1% | +5.9% |
| 30D | +4.6% | -16.0% | +20.5% | +8.4% |
| 3M | +14.0% | +26.9% | -12.9% | +7.0% |
| 6M | +11.0% | +51.1% | -40.2% | -0.9% |
| YTD | +40.7% | +7.1% | +33.6% | +35.9% |
| 1Y | +52.3% | -9.6% | +61.9% | +53.2% |
| 3Y | +60.5% | +25.4% | +35.1% | +44.1% |
| 5Y | +266.4% | +114.9% | +151.5% | +172.0% |
| All | +192.9% | +209.1% | -16.2% | +88.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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