+52.6%
XOM vs PSLV
+7.9%
+44.7%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +6.0% | -10.6% | -4.5% |
| 7D | -7.0% | -2.6% | -4.4% | -7.0% |
| 30D | +3.2% | -14.2% | +17.4% | +3.2% |
| 3M | +10.7% | -12.2% | +22.9% | +10.6% |
| 6M | +11.6% | -28.1% | +39.7% | +11.5% |
| YTD | +43.5% | -28.2% | +71.7% | +41.7% |
| 1Y | +52.6% | +9.1% | +43.5% | +48.6% |
| All | +52.6% | +7.9% | +44.7% | +48.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV 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 PSLV 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