+261.8%
XOM vs PINS
-66.4%
+328.2%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -9.2% | +11.5% | +2.6% |
| 7D | 0.0% | -13.9% | +13.9% | +0.6% |
| 30D | +3.4% | -25.0% | +28.4% | +4.6% |
| 3M | +11.0% | -16.6% | +27.6% | +11.7% |
| 6M | +10.6% | -7.0% | +17.6% | +10.6% |
| YTD | +39.2% | -29.4% | +68.6% | +40.9% |
| 1Y | +52.7% | -49.9% | +102.6% | +57.2% |
| 3Y | +56.8% | -33.6% | +90.4% | +56.6% |
| 5Y | +261.8% | -66.8% | +328.6% | +259.8% |
| All | +261.8% | -66.4% | +328.2% | +259.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling