+60.5%
XOM vs MOH
-36.3%
+96.7%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.0% | -1.5% | +0.4% |
| 7D | +4.1% | +1.7% | +2.4% | +4.0% |
| 30D | +4.6% | -0.9% | +5.5% | +4.6% |
| 3M | +14.0% | +5.7% | +8.3% | +13.7% |
| 6M | +11.0% | +39.1% | -28.2% | +10.0% |
| YTD | +40.7% | +17.7% | +23.0% | +39.8% |
| 1Y | +52.3% | +8.4% | +43.9% | +51.4% |
| 3Y | +60.5% | -36.6% | +97.0% | +61.2% |
| All | +60.5% | -36.3% | +96.7% | +61.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 MOH 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