+184.5%
XOM vs PINS
-20.9%
+205.4%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.7% | -2.1% | +0.4% |
| 7D | +1.9% | -9.9% | +11.8% | +2.7% |
| 30D | +4.1% | -20.9% | +25.0% | +5.9% |
| 3M | +10.4% | -13.7% | +24.1% | +11.4% |
| 6M | +13.0% | -3.0% | +16.1% | +12.6% |
| YTD | +40.1% | -27.5% | +67.5% | +42.6% |
| 1Y | +51.1% | -46.8% | +97.9% | +57.7% |
| 3Y | +57.7% | -31.8% | +89.6% | +57.1% |
| 5Y | +264.7% | -65.4% | +330.1% | +278.3% |
| All | +184.5% | -20.9% | +205.4% | +104.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PINS.
Daily Out/Under-Performance
Portfolio return minus PINS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PINS 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 PINS 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