+191.6%
XOM vs TECH
+189.8%
+1.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.8% | +0.6% |
| 7D | +1.9% | -0.5% | +2.4% | +1.9% |
| 30D | +4.1% | 0.0% | +4.1% | +4.1% |
| 3M | +10.4% | +37.4% | -27.0% | +5.3% |
| 6M | +13.0% | +36.9% | -23.8% | +7.0% |
| YTD | +40.1% | +23.1% | +17.0% | +34.5% |
| 1Y | +51.1% | +42.2% | +8.9% | +41.1% |
| 3Y | +57.7% | +1.9% | +55.8% | +51.6% |
| 5Y | +264.7% | -42.9% | +307.7% | +285.5% |
| All | +191.6% | +189.8% | +1.8% | +103.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 10y: compounded portfolio wealth divided by compounded TECH 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…
10y analysis · Full analysis span regression · 6 months rolling