+52.6%
XOM vs ITOT
+14.7%
+37.9%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +1.5% | -6.2% | -3.5% |
| 7D | -7.0% | -0.7% | -6.3% | -7.3% |
| 30D | +3.2% | -1.1% | +4.3% | +2.6% |
| 3M | +10.7% | -0.8% | +11.5% | +10.4% |
| 6M | +11.6% | +7.0% | +4.6% | +16.7% |
| YTD | +43.5% | +13.3% | +30.1% | +55.3% |
| 1Y | +52.6% | +14.8% | +37.8% | +65.7% |
| All | +52.6% | +14.7% | +37.9% | +65.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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