+59.7%
XOM vs EEM
+83.8%
-24.1%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.2% | +2.8% | +0.7% |
| 7D | +1.9% | -0.7% | +2.6% | +1.9% |
| 30D | +4.1% | +2.4% | +1.7% | +4.0% |
| 3M | +10.4% | +4.2% | +6.3% | +9.7% |
| 6M | +13.0% | +14.8% | -1.7% | +9.8% |
| YTD | +40.1% | +23.1% | +17.0% | +32.5% |
| 1Y | +51.1% | +32.5% | +18.6% | +39.3% |
| All | +59.7% | +83.8% | -24.1% | +30.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling