+264.7%
XOM vs PSA
+13.0%
+251.7%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | +1.9% | -3.6% | +5.5% | +2.5% |
| 30D | +4.1% | -9.4% | +13.4% | +5.8% |
| 3M | +10.4% | -8.2% | +18.6% | +11.9% |
| 6M | +13.0% | -1.8% | +14.9% | +12.9% |
| YTD | +40.1% | +15.7% | +24.3% | +34.5% |
| 1Y | +51.1% | +6.3% | +44.8% | +47.8% |
| 3Y | +57.7% | +21.6% | +36.2% | +46.8% |
| 5Y | +264.7% | +13.5% | +251.3% | +254.7% |
| All | +264.7% | +13.0% | +251.7% | +254.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PSA.
Daily Out/Under-Performance
Portfolio return minus PSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSA 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 PSA 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