+261.8%
XOM vs V
+66.4%
+195.4%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.3% | +2.6% | +2.3% |
| 7D | 0.0% | -2.9% | +3.0% | +0.8% |
| 30D | +3.4% | +1.9% | +1.6% | +2.9% |
| 3M | +11.0% | +13.2% | -2.2% | +7.3% |
| 6M | +10.6% | +16.7% | -6.1% | +5.8% |
| YTD | +39.2% | +5.4% | +33.8% | +36.8% |
| 1Y | +52.7% | +7.7% | +45.1% | +48.8% |
| 3Y | +56.8% | +52.0% | +4.8% | +35.9% |
| 5Y | +261.8% | +67.7% | +194.1% | +203.5% |
| All | +261.8% | +66.4% | +195.4% | +203.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling