+257.2%
XOM vs MRSH
+18.2%
+239.0%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.7% | +0.5% |
| 7D | +4.1% | -4.8% | +8.8% | +5.3% |
| 30D | +4.6% | -6.3% | +10.9% | +6.1% |
| 3M | +14.0% | +5.8% | +8.2% | +12.0% |
| 6M | +11.0% | +2.8% | +8.2% | +9.7% |
| YTD | +40.7% | -3.1% | +43.8% | +41.0% |
| 1Y | +52.3% | -11.3% | +63.6% | +56.1% |
| 3Y | +60.5% | -5.0% | +65.4% | +60.1% |
| All | +257.2% | +18.2% | +239.0% | +230.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MRSH.
Daily Out/Under-Performance
Portfolio return minus MRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRSH 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 5y: compounded portfolio wealth divided by compounded MRSH 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…
5y analysis · Full analysis span regression · 6 months rolling