+455.6%
XOM vs PSKY
-45.6%
+501.3%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSKY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -5.4% | +7.6% | +3.4% |
| 7D | 0.0% | -6.8% | +6.9% | +1.5% |
| 30D | +3.4% | +10.2% | -6.8% | +1.1% |
| 3M | +11.0% | +0.3% | +10.7% | +10.4% |
| 6M | +10.6% | -7.8% | +18.4% | +11.1% |
| YTD | +39.2% | -23.0% | +62.2% | +44.3% |
| 1Y | +52.7% | -31.6% | +84.4% | +60.2% |
| 3Y | +56.8% | -21.3% | +78.1% | +47.6% |
| 5Y | +261.8% | -71.5% | +333.3% | +311.8% |
| 10Y | +191.3% | -75.6% | +266.9% | +195.8% |
| All | +455.6% | -45.6% | +501.3% | +301.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling