+4,261.5%
XOM vs TSN
+890.5%
+3,371.1%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.7% | -1.0% | -1.6% |
| 7D | +1.8% | -6.3% | +8.1% | +3.0% |
| 30D | +5.9% | -10.8% | +16.7% | +8.2% |
| 3M | +5.6% | -8.8% | +14.3% | +7.2% |
| 6M | +7.9% | -16.8% | +24.7% | +11.3% |
| YTD | +35.2% | -10.0% | +45.2% | +37.2% |
| 1Y | +46.0% | -5.3% | +51.2% | +46.4% |
| 3Y | +55.0% | +8.5% | +46.5% | +50.4% |
| 5Y | +246.3% | -22.9% | +269.2% | +255.9% |
| 10Y | +181.0% | -12.6% | +193.6% | +175.6% |
| All | +4,261.5% | +890.5% | +3,371.1% | +2,563.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TSN.
Daily Out/Under-Performance
Portfolio return minus TSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TSN 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 TSN 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