+147.8%
EWY vs XOM
+53.3%
+94.5%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.5% | +2.8% | +3.5% |
| 7D | -0.1% | +4.1% | -4.2% | +1.8% |
| 30D | +7.3% | +4.6% | +2.7% | +9.7% |
| 3M | -5.1% | +14.0% | -19.1% | +1.9% |
| 6M | +42.1% | +11.0% | +31.1% | +47.7% |
| YTD | +94.1% | +40.7% | +53.4% | +94.8% |
| 1Y | +147.8% | +52.3% | +95.5% | +149.7% |
| All | +147.8% | +53.3% | +94.5% | +149.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XOM.
Daily Out/Under-Performance
Portfolio return minus XOM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XOM 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 XOM 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