+3,068.2%
LITE vs XOM
+226.6%
+2,841.5%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +0.3% | +5.3% | +5.6% |
| 7D | -35.9% | -11.4% | -24.5% | -33.2% |
| 30D | -51.5% | +1.1% | -52.6% | -51.6% |
| 3M | -35.7% | +7.8% | -43.6% | -37.4% |
| 6M | -43.0% | +13.0% | -56.0% | -45.5% |
| YTD | +46.1% | +40.6% | +5.5% | +28.3% |
| 1Y | +124.7% | +49.1% | +75.6% | +93.2% |
| 3Y | +1,172.1% | +72.9% | +1,099.2% | +926.6% |
| 5Y | +477.0% | +204.0% | +273.0% | +263.7% |
| 10Y | +1,465.7% | +205.7% | +1,259.9% | +822.3% |
| All | +3,068.2% | +226.6% | +2,841.5% | +1,768.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling