+47.9%
XOM vs LTH
+77.7%
-29.8%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -4.2% | +6.0% | +1.4% |
| 7D | +2.7% | -4.6% | +7.3% | +2.2% |
| 30D | -2.5% | +14.8% | -17.3% | -1.0% |
| 3M | +7.0% | +3.9% | +3.0% | +7.4% |
| 6M | +14.2% | +35.5% | -21.3% | +17.8% |
| YTD | +43.9% | +71.3% | -27.4% | +49.0% |
| 1Y | +47.9% | +75.7% | -27.8% | +53.5% |
| All | +47.9% | +77.7% | -29.8% | +53.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 LTH 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