+43.2%
XOM vs P
+9.7%
+33.4%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.7% | -0.2% |
| 7D | -7.3% | -13.3% | +6.0% | -7.6% |
| 30D | -2.6% | -34.0% | +31.3% | -3.8% |
| 3M | +3.6% | +4.1% | -0.5% | +4.2% |
| 6M | +15.3% | +30.5% | -15.2% | +17.4% |
| YTD | +39.4% | +52.2% | -12.8% | +43.9% |
| 1Y | +43.2% | +10.3% | +32.9% | +44.7% |
| All | +43.2% | +9.7% | +33.4% | +44.7% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 P 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