+255.6%
XOM vs HRB
+112.9%
+142.7%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +0.7% |
| 7D | +1.9% | -12.2% | +14.0% | +3.1% |
| 30D | +4.1% | -3.0% | +7.0% | +4.1% |
| 3M | +10.4% | +21.7% | -11.3% | +7.8% |
| 6M | +13.0% | +52.3% | -39.3% | +7.4% |
| YTD | +40.1% | +6.5% | +33.6% | +39.1% |
| 1Y | +51.1% | -6.7% | +57.8% | +52.7% |
| 3Y | +57.7% | +25.1% | +32.6% | +49.9% |
| All | +255.6% | +112.9% | +142.7% | +220.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling