+52.6%
XOM vs TD
+61.0%
-8.4%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +2.8% | -7.4% | -3.7% |
| 7D | -7.0% | +1.4% | -8.4% | -6.5% |
| 30D | +3.2% | +10.2% | -7.0% | +6.5% |
| 3M | +10.7% | +8.1% | +2.5% | +13.6% |
| 6M | +11.6% | +22.3% | -10.7% | +19.4% |
| YTD | +43.5% | +39.0% | +4.4% | +56.1% |
| 1Y | +52.6% | +62.6% | -10.0% | +68.2% |
| All | +52.6% | +61.0% | -8.4% | +68.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 TD 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