+4,391.7%
XOM vs MKC
+3,336.7%
+1,055.0%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.8% | +3.0% | +2.4% |
| 7D | 0.0% | -4.3% | +4.4% | +1.1% |
| 30D | +3.4% | -3.1% | +6.5% | +4.1% |
| 3M | +11.0% | +6.8% | +4.2% | +9.0% |
| 6M | +10.6% | -18.3% | +29.0% | +15.1% |
| YTD | +39.2% | -23.1% | +62.3% | +46.7% |
| 1Y | +52.7% | -23.7% | +76.4% | +60.9% |
| 3Y | +56.8% | -31.0% | +87.8% | +67.2% |
| 5Y | +261.8% | -33.5% | +295.3% | +284.7% |
| 10Y | +191.3% | +30.3% | +161.0% | +158.2% |
| All | +4,391.7% | +3,336.7% | +1,055.0% | +2,412.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 all: compounded portfolio wealth divided by compounded MKC 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…
all analysis · Full analysis span regression · 6 months rolling