+1,195.9%
XOM vs PWR
+8,331.2%
-7,135.3%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.3% | +2.1% | +1.9% |
| 7D | +2.7% | +19.1% | -16.4% | -0.1% |
| 30D | -2.5% | -12.0% | +9.5% | -1.0% |
| 3M | +7.0% | -10.6% | +17.5% | +8.0% |
| 6M | +14.2% | -20.8% | +35.0% | +16.7% |
| YTD | +43.9% | +43.7% | +0.2% | +33.1% |
| 1Y | +47.9% | +35.0% | +12.9% | +37.9% |
| 3Y | +80.6% | +249.4% | -168.8% | +41.6% |
| 5Y | +212.8% | +422.1% | -209.3% | +127.8% |
| 10Y | +202.6% | +1,868.4% | -1,665.9% | +79.7% |
| All | +1,195.9% | +8,331.2% | -7,135.3% | +515.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 PWR 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