+4,439.9%
XOM vs NI
+5,095.2%
-655.3%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +5.1% |
| 3M | +14.0% | -10.6% | +24.5% | +18.7% |
| 6M | +11.0% | -9.3% | +20.3% | +14.6% |
| YTD | +40.7% | +1.1% | +39.6% | +39.1% |
| 1Y | +52.3% | +3.4% | +48.9% | +49.0% |
| 3Y | +60.5% | +67.9% | -7.4% | +28.1% |
| 5Y | +266.4% | +98.0% | +168.5% | +170.5% |
| 10Y | +194.4% | +143.6% | +50.9% | +94.0% |
| All | +4,439.9% | +5,095.2% | -655.3% | +1,243.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling