+4,391.7%
XOM vs HRB
+3,081.6%
+1,310.1%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.6% | +3.9% | +2.6% |
| 7D | 0.0% | -10.6% | +10.7% | +2.4% |
| 30D | +3.4% | -0.8% | +4.3% | +3.1% |
| 3M | +11.0% | +19.1% | -8.1% | +6.0% |
| 6M | +10.6% | +48.7% | -38.1% | -0.4% |
| YTD | +39.2% | +7.1% | +32.1% | +34.0% |
| 1Y | +52.7% | -8.3% | +61.1% | +51.8% |
| 3Y | +56.8% | +25.8% | +30.9% | +42.4% |
| 5Y | +261.8% | +111.1% | +150.7% | +185.1% |
| 10Y | +191.3% | +206.6% | -15.3% | +99.9% |
| All | +4,391.7% | +3,081.6% | +1,310.1% | +1,770.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling