+476.2%
STX vs XOM
+214.6%
+261.6%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.5% | -3.6% | -3.2% |
| 7D | +14.6% | +2.8% | +11.8% | +14.1% |
| 30D | -26.0% | -3.6% | -22.3% | -25.5% |
| 3M | -42.6% | +8.2% | -50.9% | -43.4% |
| 6M | -35.3% | +14.0% | -49.3% | -36.9% |
| YTD | +92.5% | +44.6% | +47.9% | +75.2% |
| 1Y | +102.4% | +47.8% | +54.6% | +82.9% |
| 3Y | +673.8% | +79.6% | +594.3% | +555.2% |
| All | +476.2% | +214.6% | +261.6% | +330.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling