+174.6%
XOM vs PINS
-14.1%
+188.7%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.2% | +0.5% | -1.5% |
| 7D | +1.8% | -12.0% | +13.8% | +2.8% |
| 30D | +5.9% | -12.7% | +18.5% | +7.0% |
| 3M | +5.6% | -5.5% | +11.1% | +5.7% |
| 6M | +7.9% | +5.3% | +2.6% | +6.8% |
| YTD | +35.2% | -21.2% | +56.4% | +36.8% |
| 1Y | +46.0% | -45.0% | +91.0% | +52.1% |
| 3Y | +55.0% | -26.2% | +81.2% | +53.5% |
| 5Y | +246.3% | -64.0% | +310.3% | +259.0% |
| All | +174.6% | -14.1% | +188.7% | +96.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling