+192.9%
XOM vs EQT
+50.4%
+142.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.6% | +2.1% | +0.8% |
| 7D | +4.1% | -2.0% | +6.1% | +4.5% |
| 30D | +4.6% | 0.0% | +4.6% | +4.5% |
| 3M | +14.0% | +5.9% | +8.0% | +12.4% |
| 6M | +11.0% | -14.8% | +25.7% | +14.7% |
| YTD | +40.7% | +1.8% | +38.9% | +39.7% |
| 1Y | +52.3% | +7.4% | +45.0% | +49.1% |
| 3Y | +60.5% | +33.6% | +26.8% | +46.5% |
| 5Y | +266.4% | +199.3% | +67.1% | +178.6% |
| All | +192.9% | +50.4% | +142.5% | +130.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 10y: compounded portfolio wealth divided by compounded EQT 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…
10y analysis · Full analysis span regression · 6 months rolling