+191.3%
XOM vs PAAS
+218.1%
-26.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +3.7% | -1.5% | +1.9% |
| 7D | 0.0% | +2.6% | -2.6% | -0.2% |
| 30D | +3.4% | +2.5% | +1.0% | +3.1% |
| 3M | +11.0% | +15.1% | -4.1% | +9.1% |
| 6M | +10.6% | -12.1% | +22.7% | +11.0% |
| YTD | +39.2% | +3.1% | +36.1% | +36.6% |
| 1Y | +52.7% | +50.8% | +1.9% | +42.8% |
| 3Y | +56.8% | +259.5% | -202.7% | +29.1% |
| 5Y | +261.8% | +126.3% | +135.5% | +208.6% |
| 10Y | +191.3% | +239.7% | -48.4% | +129.9% |
| All | +191.3% | +218.1% | -26.8% | +129.9% |
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