+129.4%
LITE vs XOM
+44.3%
+85.1%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | -0.7% | +11.4% | +10.6% |
| 7D | -12.9% | -8.3% | -4.6% | -14.8% |
| 30D | -46.0% | -2.5% | -43.5% | -45.5% |
| 3M | -33.0% | +8.3% | -41.4% | -30.0% |
| 6M | -34.0% | +15.5% | -49.5% | -29.2% |
| YTD | +61.7% | +39.6% | +22.1% | +104.4% |
| All | +129.4% | +44.3% | +85.1% | +192.2% |
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