+51.1%
XOM vs W
+13.1%
+38.1%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.7% | +3.3% | +0.3% |
| 7D | +1.9% | +0.5% | +1.4% | +1.9% |
| 30D | +4.1% | -5.6% | +9.6% | +3.5% |
| 3M | +10.4% | +41.9% | -31.5% | +16.0% |
| 6M | +13.0% | +30.2% | -17.2% | +19.4% |
| YTD | +40.1% | -2.9% | +43.0% | +46.9% |
| 1Y | +51.1% | +11.6% | +39.6% | +57.0% |
| All | +51.1% | +13.1% | +38.1% | +57.0% |
Cumulative growth
Daily Returns
Daily percentage return beside W.
Daily Out/Under-Performance
Portfolio return minus W return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × W 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 W 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