+448.1%
XOM vs U
-44.5%
+492.5%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.0% | -0.7% | -1.7% |
| 7D | +1.8% | -3.8% | +5.6% | +1.8% |
| 30D | +5.9% | +17.5% | -11.6% | +5.6% |
| 3M | +5.6% | +38.7% | -33.2% | +5.0% |
| 6M | +7.9% | +104.4% | -96.6% | +6.5% |
| YTD | +35.2% | -5.7% | +40.9% | +35.2% |
| 1Y | +46.0% | +3.7% | +42.3% | +45.4% |
| 3Y | +55.0% | +12.3% | +42.7% | +51.7% |
| 5Y | +246.3% | -68.8% | +315.1% | +229.0% |
| All | +448.1% | -44.5% | +492.5% | +406.9% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 U 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