+46.0%
XOM vs TROW
+0.2%
+45.8%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.0% | -0.7% | -1.8% |
| 7D | +1.8% | -1.3% | +3.1% | +1.6% |
| 30D | +5.9% | -4.5% | +10.4% | +5.4% |
| 3M | +5.6% | +3.9% | +1.7% | +5.8% |
| 6M | +7.9% | +22.6% | -14.7% | +8.5% |
| YTD | +35.2% | +10.1% | +25.0% | +35.9% |
| 1Y | +46.0% | +3.6% | +42.4% | +49.8% |
| All | +46.0% | +0.2% | +45.8% | +49.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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