+123.8%
STX vs XOM
+53.6%
+70.2%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -4.6% | -3.5% | -9.8% |
| 7D | -20.2% | -7.0% | -13.2% | -22.4% |
| 30D | -37.2% | +3.2% | -40.4% | -35.8% |
| 3M | -34.1% | +10.7% | -44.7% | -30.5% |
| 6M | -24.5% | +11.6% | -36.1% | -19.8% |
| YTD | +102.9% | +43.5% | +59.5% | +162.8% |
| 1Y | +123.8% | +52.6% | +71.2% | +211.8% |
| All | +123.8% | +53.6% | +70.2% | +211.8% |
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