+191.6%
XOM vs O
+54.2%
+137.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.5% | +1.0% |
| 7D | +1.9% | -3.5% | +5.4% | +3.3% |
| 30D | +4.1% | -3.3% | +7.4% | +5.4% |
| 3M | +10.4% | -2.8% | +13.3% | +11.5% |
| 6M | +13.0% | -5.8% | +18.8% | +15.1% |
| YTD | +40.1% | +9.4% | +30.7% | +34.4% |
| 1Y | +51.1% | +5.7% | +45.5% | +46.9% |
| 3Y | +57.7% | +27.2% | +30.5% | +40.2% |
| 5Y | +264.7% | +17.2% | +247.5% | +231.6% |
| All | +191.6% | +54.2% | +137.3% | +141.8% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 10y: compounded portfolio wealth divided by compounded O 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…
10y analysis · Full analysis span regression · 6 months rolling