+4,419.1%
XOM vs TXN
+21,413.5%
-16,994.4%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TXN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.1% | +1.7% | +0.8% |
| 7D | +1.9% | +2.0% | -0.1% | +1.6% |
| 30D | +4.1% | -8.0% | +12.0% | +5.3% |
| 3M | +10.4% | -7.8% | +18.2% | +11.1% |
| 6M | +13.0% | +32.4% | -19.4% | +6.7% |
| YTD | +40.1% | +51.7% | -11.6% | +29.1% |
| 1Y | +51.1% | +44.3% | +6.8% | +40.1% |
| 3Y | +57.7% | +71.3% | -13.6% | +40.2% |
| 5Y | +264.7% | +56.4% | +208.3% | +226.4% |
| 10Y | +193.1% | +410.2% | -217.1% | +120.5% |
| All | +4,419.1% | +21,413.5% | -16,994.4% | +2,149.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TXN.
Daily Out/Under-Performance
Portfolio return minus TXN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TXN 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 TXN 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