+4,261.5%
XOM vs TECH
+101,053.8%
-96,792.3%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.7% | -1.7% |
| 7D | +1.8% | +0.1% | +1.7% | +1.7% |
| 30D | +5.9% | +0.7% | +5.1% | +5.8% |
| 3M | +5.6% | +36.3% | -30.8% | +1.9% |
| 6M | +7.9% | +25.6% | -17.7% | +4.5% |
| YTD | +35.2% | +23.7% | +11.5% | +31.0% |
| 1Y | +46.0% | +37.6% | +8.3% | +39.4% |
| 3Y | +55.0% | -6.6% | +61.6% | +52.0% |
| 5Y | +246.3% | -42.2% | +288.5% | +252.9% |
| 10Y | +181.0% | +187.6% | -6.6% | +139.8% |
| All | +4,261.5% | +101,053.8% | -96,792.3% | +3,005.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling