+17,056.4%
STX vs XOM
+888.6%
+16,167.7%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | XOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +0.7% | +5.7% | +6.1% |
| 7D | +10.7% | -2.4% | +13.1% | +12.0% |
| 30D | +11.3% | +5.7% | +5.6% | +8.0% |
| 3M | +3.2% | +6.6% | -3.3% | -0.7% |
| 6M | +157.0% | +7.7% | +149.3% | +143.1% |
| YTD | +229.2% | +36.2% | +193.0% | +175.2% |
| 1Y | +381.8% | +50.5% | +331.4% | +280.7% |
| 3Y | +1,383.2% | +53.4% | +1,329.8% | +1,032.0% |
| 5Y | +1,144.9% | +254.2% | +890.7% | +480.1% |
| 10Y | +3,676.0% | +177.9% | +3,498.1% | +1,793.3% |
| All | +17,056.4% | +888.6% | +16,167.7% | +3,799.6% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling