+325.3%
STX vs XOM
+53.3%
+272.0%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.5% | -4.2% | -3.5% |
| 7D | -2.3% | +4.1% | -6.3% | -0.7% |
| 30D | -5.5% | +4.6% | -10.0% | -3.6% |
| 3M | -4.3% | +14.0% | -18.3% | +1.8% |
| 6M | +115.6% | +11.0% | +104.7% | +124.6% |
| YTD | +202.2% | +40.7% | +161.5% | +267.6% |
| 1Y | +325.3% | +52.3% | +273.0% | +449.9% |
| All | +325.3% | +53.3% | +272.0% | +449.9% |
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