+2,293.1%
XOM vs PAAS
+1,235.6%
+1,057.4%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.4% | +0.7% | -1.5% |
| 7D | +1.8% | -2.9% | +4.7% | +2.0% |
| 30D | +5.9% | +6.8% | -0.9% | +5.0% |
| 3M | +5.6% | -2.9% | +8.5% | +5.4% |
| 6M | +7.9% | -16.4% | +24.3% | +8.6% |
| YTD | +35.2% | 0.0% | +35.1% | +33.1% |
| 1Y | +46.0% | +54.3% | -8.3% | +36.9% |
| 3Y | +55.0% | +230.7% | -175.6% | +31.7% |
| 5Y | +246.3% | +111.6% | +134.7% | +203.3% |
| 10Y | +181.0% | +211.7% | -30.7% | +124.0% |
| All | +2,293.1% | +1,235.6% | +1,057.4% | +1,634.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling