+1,117.2%
XOM vs PWR
+8,583.6%
-7,466.4%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.7% | -2.4% | -1.8% |
| 7D | +1.8% | +3.6% | -1.8% | +1.2% |
| 30D | +5.9% | -8.6% | +14.4% | +7.2% |
| 3M | +5.6% | -13.2% | +18.7% | +7.1% |
| 6M | +7.9% | +9.9% | -2.0% | +4.9% |
| YTD | +35.2% | +48.0% | -12.9% | +25.2% |
| 1Y | +46.0% | +66.2% | -20.2% | +32.3% |
| 3Y | +55.0% | +195.1% | -140.1% | +25.4% |
| 5Y | +246.3% | +442.6% | -196.2% | +152.2% |
| 10Y | +181.0% | +2,334.2% | -2,153.2% | +63.3% |
| All | +1,117.2% | +8,583.6% | -7,466.4% | +478.6% |
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