+193.7%
XOM vs PINS
-19.4%
+213.1%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.5% |
| 7D | +2.8% | +1.0% | +1.8% | +2.8% |
| 30D | -3.6% | -12.0% | +8.4% | -2.8% |
| 3M | +8.2% | -17.9% | +26.1% | +9.6% |
| 6M | +14.0% | -1.0% | +15.1% | +13.4% |
| YTD | +44.6% | -26.0% | +70.6% | +46.6% |
| 1Y | +47.8% | -28.5% | +76.2% | +50.2% |
| 3Y | +79.6% | -39.2% | +118.8% | +81.1% |
| 5Y | +214.3% | -58.3% | +272.6% | +219.3% |
| All | +193.7% | -19.4% | +213.1% | +110.6% |
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