+52.3%
XOM vs HRB
-6.2%
+58.5%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.5% | -0.1% | +0.5% |
| 7D | +4.1% | -8.0% | +12.1% | +4.1% |
| 30D | +4.6% | -16.0% | +20.5% | +4.6% |
| 3M | +14.0% | +26.9% | -12.9% | +13.8% |
| 6M | +11.0% | +51.1% | -40.2% | +11.4% |
| YTD | +40.7% | +7.1% | +33.6% | +41.8% |
| 1Y | +52.3% | -9.6% | +61.9% | +53.4% |
| All | +52.3% | -6.2% | +58.5% | +53.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling