+52.3%
XOM vs PSKY
-28.3%
+80.6%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSKY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.1% | -1.7% | +0.4% |
| 7D | +4.1% | -2.4% | +6.5% | +4.1% |
| 30D | +4.6% | +11.6% | -7.0% | +4.3% |
| 3M | +14.0% | +1.5% | +12.4% | +14.0% |
| 6M | +11.0% | +7.7% | +3.3% | +10.6% |
| YTD | +40.7% | -20.1% | +60.8% | +42.5% |
| 1Y | +52.3% | -38.3% | +90.6% | +56.2% |
| All | +52.3% | -28.3% | +80.6% | +56.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PSKY.
Daily Out/Under-Performance
Portfolio return minus PSKY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSKY 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 1y: compounded portfolio wealth divided by compounded PSKY 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…
1y analysis · Full analysis span regression · 6 months rolling