+54.4%
XOM vs PAAS
+250.5%
-196.0%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.4% | +0.7% | -1.6% |
| 7D | +1.8% | -2.9% | +4.7% | +1.9% |
| 30D | +5.9% | +6.8% | -0.9% | +5.6% |
| 3M | +5.6% | -2.9% | +8.5% | +5.7% |
| 6M | +7.9% | -16.4% | +24.3% | +8.7% |
| YTD | +35.2% | 0.0% | +35.1% | +33.8% |
| 1Y | +46.0% | +54.3% | -8.3% | +38.8% |
| All | +54.4% | +250.5% | -196.0% | +30.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling