+52.6%
XOM vs PTC
+0.1%
+52.5%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +0.6% | -5.2% | -4.6% |
| 7D | -7.0% | +0.1% | -7.1% | -7.0% |
| 30D | +3.2% | +1.5% | +1.7% | +3.2% |
| 3M | +10.7% | +37.8% | -27.1% | +11.4% |
| 6M | +11.6% | +41.2% | -29.6% | +13.0% |
| YTD | +43.5% | +12.0% | +31.4% | +42.6% |
| 1Y | +52.6% | +1.6% | +51.0% | +52.5% |
| All | +52.6% | +0.1% | +52.5% | +52.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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