+46.0%
XOM vs INVH
-2.4%
+48.4%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.2% | -1.5% | -1.7% |
| 7D | +1.8% | -2.9% | +4.7% | +1.7% |
| 30D | +5.9% | -6.9% | +12.8% | +5.7% |
| 3M | +5.6% | -2.7% | +8.3% | +5.5% |
| 6M | +7.9% | +8.2% | -0.3% | +8.2% |
| YTD | +35.2% | +4.5% | +30.7% | +35.7% |
| 1Y | +46.0% | -2.3% | +48.3% | +46.6% |
| All | +46.0% | -2.4% | +48.4% | +46.6% |
Cumulative growth
Daily Returns
Daily percentage return beside INVH.
Daily Out/Under-Performance
Portfolio return minus INVH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INVH 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 INVH 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