+47.8%
XOM vs V
+26.6%
+21.2%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.3% | -0.8% | +0.6% |
| 7D | +2.8% | +0.9% | +1.9% | +2.9% |
| 30D | -3.6% | +9.0% | -12.6% | -2.9% |
| 3M | +8.2% | +16.7% | -8.5% | +9.5% |
| 6M | +14.0% | +33.4% | -19.4% | +16.5% |
| YTD | +44.6% | +22.4% | +22.2% | +45.4% |
| 1Y | +47.8% | +27.7% | +20.1% | +49.4% |
| All | +47.8% | +26.6% | +21.2% | +49.4% |
Cumulative growth
Daily Returns
Daily percentage return beside V.
Daily Out/Under-Performance
Portfolio return minus V return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × V 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 V 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