+46.0%
XOM vs COO
+4.1%
+41.9%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.5% | -0.2% | -1.8% |
| 7D | +1.8% | -2.2% | +4.0% | +1.6% |
| 30D | +5.9% | -7.0% | +12.9% | +5.3% |
| 3M | +5.6% | +12.2% | -6.6% | +7.0% |
| 6M | +7.9% | -15.1% | +23.0% | +9.3% |
| YTD | +35.2% | -15.1% | +50.3% | +36.8% |
| 1Y | +46.0% | +2.3% | +43.7% | +49.4% |
| All | +46.0% | +4.1% | +41.9% | +49.4% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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