+261.8%
XOM vs NDAQ
+52.5%
+209.3%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.9% | +3.1% | +2.4% |
| 7D | 0.0% | -1.6% | +1.6% | +0.3% |
| 30D | +3.4% | -1.5% | +4.9% | +3.6% |
| 3M | +11.0% | +8.0% | +3.0% | +9.2% |
| 6M | +10.6% | +7.7% | +2.9% | +8.7% |
| YTD | +39.2% | -2.3% | +41.5% | +39.2% |
| 1Y | +52.7% | +0.6% | +52.2% | +51.5% |
| 3Y | +56.8% | +90.9% | -34.2% | +31.2% |
| 5Y | +261.8% | +52.5% | +209.3% | +213.3% |
| All | +261.8% | +52.5% | +209.3% | +213.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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