+1,172.5%
XOM vs PWR
+8,356.0%
-7,183.5%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +4.3% | -2.9% | +0.7% |
| 7D | -1.5% | +4.7% | -6.3% | -2.4% |
| 30D | -3.2% | -12.5% | +9.3% | -1.6% |
| 3M | +5.0% | -9.3% | +14.3% | +5.8% |
| 6M | +12.9% | -22.2% | +35.0% | +15.6% |
| YTD | +41.3% | +44.2% | -2.8% | +30.6% |
| 1Y | +43.2% | +35.5% | +7.7% | +33.4% |
| 3Y | +77.3% | +250.4% | -173.1% | +38.9% |
| 5Y | +204.8% | +425.6% | -220.8% | +121.8% |
| 10Y | +197.1% | +1,874.2% | -1,677.1% | +76.3% |
| All | +1,172.5% | +8,356.0% | -7,183.5% | +503.6% |
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