+257.2%
XOM vs NI
+96.9%
+160.3%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | +4.1% | 0.0% | +4.0% | +4.1% |
| 30D | +4.6% | -1.4% | +6.0% | +4.9% |
| 3M | +14.0% | -10.6% | +24.5% | +17.0% |
| 6M | +11.0% | -9.3% | +20.3% | +13.3% |
| YTD | +40.7% | +1.1% | +39.6% | +39.2% |
| 1Y | +52.3% | +3.4% | +48.9% | +49.6% |
| 3Y | +60.5% | +67.9% | -7.4% | +34.5% |
| All | +257.2% | +96.9% | +160.3% | +193.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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