+806.5%
XOM vs TRI
+507.2%
+299.3%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.9% | +4.1% | +2.9% |
| 7D | 0.0% | -8.4% | +8.4% | +2.9% |
| 30D | +3.4% | -6.5% | +9.9% | +5.3% |
| 3M | +11.0% | +18.6% | -7.6% | +2.4% |
| 6M | +10.6% | -10.4% | +21.1% | +11.8% |
| YTD | +39.2% | -23.7% | +62.9% | +47.1% |
| 1Y | +52.7% | -42.5% | +95.2% | +79.9% |
| 3Y | +56.8% | -19.3% | +76.1% | +56.1% |
| 5Y | +261.8% | -9.7% | +271.4% | +236.5% |
| 10Y | +191.3% | +194.4% | -3.1% | +55.4% |
| All | +806.5% | +507.2% | +299.3% | +200.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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