+52.6%
XOM vs T
-6.5%
+59.1%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | T | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +2.1% | -6.7% | -4.9% |
| 7D | -7.0% | +5.5% | -12.5% | -7.8% |
| 30D | +3.2% | -8.9% | +12.1% | +4.6% |
| 3M | +10.7% | -5.6% | +16.2% | +11.2% |
| 6M | +11.6% | -14.3% | +25.9% | +14.4% |
| YTD | +43.5% | -7.9% | +51.4% | +45.1% |
| 1Y | +52.6% | -6.4% | +59.0% | +53.4% |
| All | +52.6% | -6.5% | +59.1% | +53.4% |
Cumulative growth
Daily Returns
Daily percentage return beside T.
Daily Out/Under-Performance
Portfolio return minus T return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × T 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 T 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