+1,933.3%
XOM vs CCJ
+1,604.2%
+329.1%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.2% | -0.5% | +0.5% |
| 7D | -2.4% | +5.9% | -8.3% | -3.6% |
| 30D | +5.7% | +4.7% | +1.0% | +4.3% |
| 3M | +6.6% | -3.3% | +9.8% | +6.4% |
| 6M | +7.7% | -7.0% | +14.7% | +6.9% |
| YTD | +36.2% | +11.5% | +24.7% | +28.8% |
| 1Y | +50.5% | +32.3% | +18.2% | +34.6% |
| 3Y | +53.4% | +176.8% | -123.5% | +9.1% |
| 5Y | +254.2% | +351.8% | -97.6% | +113.2% |
| 10Y | +177.9% | +1,080.5% | -902.6% | +20.0% |
| All | +1,933.3% | +1,604.2% | +329.1% | +707.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CCJ.
Daily Out/Under-Performance
Portfolio return minus CCJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCJ 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 CCJ 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