+72.9%
XOM vs USB
+89.5%
-16.6%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.4% |
| 7D | -11.4% | 0.0% | -11.4% | -11.4% |
| 30D | +1.1% | +5.8% | -4.7% | 0.0% |
| 3M | +7.8% | -6.0% | +13.8% | +8.9% |
| 6M | +13.0% | +7.8% | +5.3% | +11.0% |
| YTD | +40.6% | +14.6% | +26.0% | +35.3% |
| 1Y | +49.1% | +31.8% | +17.3% | +37.9% |
| 3Y | +72.9% | +91.5% | -18.6% | +45.2% |
| All | +72.9% | +89.5% | -16.6% | +45.2% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 3y: compounded portfolio wealth divided by compounded USB 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…
3y analysis · Full analysis span regression · 6 months rolling