+4,294.1%
XOM vs FITB
+2,836.2%
+1,457.9%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.7% | +1.4% | +0.9% |
| 7D | -2.4% | +2.8% | -5.2% | -2.9% |
| 30D | +5.7% | -4.5% | +10.2% | +6.6% |
| 3M | +6.6% | +5.7% | +0.9% | +5.2% |
| 6M | +7.7% | +17.1% | -9.4% | +3.8% |
| YTD | +36.2% | +18.3% | +17.8% | +30.8% |
| 1Y | +50.5% | +23.9% | +26.6% | +43.0% |
| 3Y | +53.4% | +131.1% | -77.7% | +27.4% |
| 5Y | +254.2% | +71.1% | +183.1% | +207.5% |
| 10Y | +177.9% | +283.9% | -106.0% | +104.9% |
| All | +4,294.1% | +2,836.2% | +1,457.9% | +2,104.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FITB.
Daily Out/Under-Performance
Portfolio return minus FITB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FITB 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 FITB 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