+60.5%
XOM vs IBN
+27.4%
+33.0%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.9% | -1.4% | +0.5% |
| 7D | +4.1% | -3.0% | +7.1% | +4.0% |
| 30D | +4.6% | -1.5% | +6.1% | +4.5% |
| 3M | +14.0% | +7.9% | +6.0% | +14.1% |
| 6M | +11.0% | +8.6% | +2.3% | +11.4% |
| YTD | +40.7% | -0.6% | +41.3% | +42.0% |
| 1Y | +52.3% | -7.3% | +59.6% | +54.9% |
| 3Y | +60.5% | +26.2% | +34.2% | +59.8% |
| All | +60.5% | +27.4% | +33.0% | +59.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 3y: compounded portfolio wealth divided by compounded IBN 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…
3y analysis · Full analysis span regression · 6 months rolling