+1,212.5%
XOM vs VRSN
+6,422.7%
-5,210.2%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.4% | +4.1% | +1.1% |
| 7D | -2.4% | -2.1% | -0.2% | -2.2% |
| 30D | +5.7% | -3.9% | +9.6% | +6.0% |
| 3M | +6.6% | -0.1% | +6.7% | +6.4% |
| 6M | +7.7% | +16.4% | -8.7% | +6.0% |
| YTD | +36.2% | +17.2% | +18.9% | +33.7% |
| 1Y | +50.5% | +1.0% | +49.5% | +49.7% |
| 3Y | +53.4% | +39.1% | +14.3% | +47.6% |
| 5Y | +254.2% | +29.0% | +225.2% | +241.4% |
| 10Y | +177.9% | +275.8% | -97.9% | +144.9% |
| All | +1,212.5% | +6,422.7% | -5,210.2% | +765.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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