+52.6%
XOM vs EEM
+14.8%
+37.8%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +0.9% | -5.5% | -4.3% |
| 7D | -7.0% | -3.0% | -4.0% | -7.9% |
| 30D | +3.2% | -10.3% | +13.6% | -0.2% |
| 3M | +10.7% | -6.6% | +17.3% | +8.5% |
| 6M | +11.6% | -3.4% | +15.0% | +11.2% |
| YTD | +43.5% | +13.2% | +30.3% | +42.7% |
| 1Y | +52.6% | +15.0% | +37.6% | +51.9% |
| All | +52.6% | +14.8% | +37.8% | +51.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EEM.
Daily Out/Under-Performance
Portfolio return minus EEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EEM 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 EEM 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