+257.2%
XOM vs TECH
-43.3%
+300.5%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.4% | +0.5% |
| 7D | +4.1% | -0.4% | +4.5% | +4.1% |
| 30D | +4.6% | 0.0% | +4.6% | +4.6% |
| 3M | +14.0% | +33.7% | -19.7% | +11.3% |
| 6M | +11.0% | +34.9% | -23.9% | +7.8% |
| YTD | +40.7% | +23.2% | +17.5% | +37.8% |
| 1Y | +52.3% | +36.3% | +16.0% | +47.1% |
| 3Y | +60.5% | +2.3% | +58.2% | +57.0% |
| All | +257.2% | -43.3% | +300.5% | +249.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling