+257.2%
XOM vs MKSI
+84.1%
+173.1%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.1% | -1.6% | +0.3% |
| 7D | +4.1% | +2.7% | +1.4% | +3.9% |
| 30D | +4.6% | -12.8% | +17.4% | +5.3% |
| 3M | +14.0% | -22.5% | +36.5% | +15.0% |
| 6M | +11.0% | +19.4% | -8.4% | +7.5% |
| YTD | +40.7% | +67.7% | -27.0% | +31.3% |
| 1Y | +52.3% | +131.4% | -79.1% | +36.7% |
| 3Y | +60.5% | +197.3% | -136.9% | +34.6% |
| All | +257.2% | +84.1% | +173.1% | +198.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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