+1,376.8%
STX vs XOM
+56.0%
+1,320.9%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.2% | -4.3% | -2.0% |
| 7D | +9.6% | 0.0% | +9.5% | +9.6% |
| 30D | +10.6% | +3.4% | +7.2% | +10.6% |
| 3M | +4.8% | +11.0% | -6.2% | +5.1% |
| 6M | +137.3% | +10.6% | +126.6% | +135.8% |
| YTD | +222.5% | +39.2% | +183.3% | +211.9% |
| 1Y | +366.2% | +52.7% | +313.5% | +342.1% |
| All | +1,376.8% | +56.0% | +1,320.9% | +1,304.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling