+60.5%
XOM vs MELI
+31.9%
+28.6%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MELI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +0.9% | +0.5% |
| 7D | +4.1% | -4.1% | +8.2% | +4.0% |
| 30D | +4.6% | +3.8% | +0.8% | +4.6% |
| 3M | +14.0% | +17.8% | -3.9% | +14.1% |
| 6M | +11.0% | +7.4% | +3.5% | +11.3% |
| YTD | +40.7% | -5.8% | +46.5% | +41.4% |
| 1Y | +52.3% | -18.9% | +71.2% | +53.8% |
| 3Y | +60.5% | +33.3% | +27.1% | +60.3% |
| All | +60.5% | +31.9% | +28.6% | +60.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling