+264.7%
XOM vs MET
+82.5%
+182.2%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.1% | -0.5% | +0.2% |
| 7D | +1.9% | -2.5% | +4.3% | +2.8% |
| 30D | +4.1% | 0.0% | +4.1% | +3.9% |
| 3M | +10.4% | +13.1% | -2.7% | +5.1% |
| 6M | +13.0% | +39.0% | -26.0% | -1.3% |
| YTD | +40.1% | +25.2% | +14.9% | +27.3% |
| 1Y | +51.1% | +25.6% | +25.5% | +36.6% |
| 3Y | +57.7% | +67.1% | -9.4% | +21.5% |
| 5Y | +264.7% | +85.1% | +179.6% | +157.4% |
| All | +264.7% | +82.5% | +182.2% | +157.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MET.
Daily Out/Under-Performance
Portfolio return minus MET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MET 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 5y: compounded portfolio wealth divided by compounded MET 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…
5y analysis · Full analysis span regression · 6 months rolling