+197.1%
XOM vs PAAS
+183.5%
+13.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.4% | +2.7% | +1.5% |
| 7D | -1.5% | -5.2% | +3.7% | -1.1% |
| 30D | -3.2% | -13.9% | +10.8% | -2.0% |
| 3M | +5.0% | -23.8% | +28.8% | +7.2% |
| 6M | +12.9% | -36.4% | +49.3% | +16.7% |
| YTD | +41.3% | -23.4% | +64.7% | +42.0% |
| 1Y | +43.2% | +5.6% | +37.6% | +38.6% |
| 3Y | +77.3% | +209.7% | -132.4% | +47.3% |
| 5Y | +204.8% | +55.6% | +149.2% | +168.5% |
| 10Y | +197.1% | +212.2% | -15.1% | +137.7% |
| All | +197.1% | +183.5% | +13.6% | +137.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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