+52.6%
XOM vs OMC
+24.5%
+28.1%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +5.2% | -9.8% | -4.2% |
| 7D | -7.0% | +12.5% | -19.5% | -6.2% |
| 30D | +3.2% | +16.3% | -13.1% | +4.4% |
| 3M | +10.7% | +8.1% | +2.6% | +11.4% |
| 6M | +11.6% | +17.2% | -5.6% | +12.6% |
| YTD | +43.5% | +11.8% | +31.7% | +44.2% |
| 1Y | +52.6% | +23.9% | +28.7% | +52.8% |
| All | +52.6% | +24.5% | +28.1% | +52.8% |
Cumulative growth
Daily Returns
Daily percentage return beside OMC.
Daily Out/Under-Performance
Portfolio return minus OMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OMC 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 1y: compounded portfolio wealth divided by compounded OMC 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…
1y analysis · Full analysis span regression · 6 months rolling