+9,929.9%
STX vs XOM
+949.8%
+8,980.1%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.5% | -3.6% | -3.3% |
| 7D | +14.6% | +2.8% | +11.8% | +13.1% |
| 30D | -26.0% | -3.6% | -22.3% | -24.6% |
| 3M | -42.6% | +8.2% | -50.9% | -45.1% |
| 6M | -35.3% | +14.0% | -49.3% | -40.1% |
| YTD | +92.5% | +44.6% | +47.9% | +55.9% |
| 1Y | +102.4% | +47.8% | +54.6% | +61.6% |
| 3Y | +673.8% | +79.6% | +594.3% | +447.4% |
| 5Y | +463.1% | +214.3% | +248.8% | +181.3% |
| 10Y | +2,014.6% | +204.0% | +1,810.5% | +910.0% |
| All | +9,929.9% | +949.8% | +8,980.1% | +2,108.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling