+192.9%
XOM vs MELI
+970.3%
-777.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MELI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +0.9% | +0.5% |
| 7D | +4.1% | -4.1% | +8.2% | +4.5% |
| 30D | +4.6% | +3.8% | +0.8% | +4.2% |
| 3M | +14.0% | +17.8% | -3.9% | +12.0% |
| 6M | +11.0% | +7.4% | +3.5% | +9.7% |
| YTD | +40.7% | -5.8% | +46.5% | +40.6% |
| 1Y | +52.3% | -18.9% | +71.2% | +54.1% |
| 3Y | +60.5% | +33.3% | +27.1% | +51.8% |
| 5Y | +266.4% | +2.7% | +263.7% | +245.4% |
| All | +192.9% | +970.3% | -777.4% | +100.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MELI.
Daily Out/Under-Performance
Portfolio return minus MELI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MELI 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 10y: compounded portfolio wealth divided by compounded MELI 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…
10y analysis · Full analysis span regression · 6 months rolling