+257.2%
XOM vs IBN
+58.3%
+198.9%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.9% | -1.4% | +0.3% |
| 7D | +4.1% | -3.0% | +7.1% | +4.4% |
| 30D | +4.6% | -1.5% | +6.1% | +4.7% |
| 3M | +14.0% | +7.9% | +6.0% | +13.0% |
| 6M | +11.0% | +8.6% | +2.3% | +9.8% |
| YTD | +40.7% | -0.6% | +41.3% | +40.9% |
| 1Y | +52.3% | -7.3% | +59.6% | +54.3% |
| 3Y | +60.5% | +26.2% | +34.2% | +52.8% |
| All | +257.2% | +58.3% | +198.9% | +229.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling