+205.4%
XOM vs MSCI
+811.9%
-606.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.3% | -0.9% | +0.2% |
| 7D | +2.8% | +3.0% | -0.2% | +2.2% |
| 30D | -3.6% | +17.8% | -21.4% | -7.1% |
| 3M | +8.2% | +15.2% | -6.9% | +4.7% |
| 6M | +14.0% | +16.5% | -2.4% | +9.4% |
| YTD | +44.6% | +16.4% | +28.2% | +37.9% |
| 1Y | +47.8% | +16.8% | +31.0% | +40.8% |
| 3Y | +79.6% | +35.8% | +43.8% | +61.3% |
| 5Y | +214.3% | +7.0% | +207.3% | +194.1% |
| All | +205.4% | +811.9% | -606.4% | +60.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 10y: compounded portfolio wealth divided by compounded MSCI 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…
10y analysis · Full analysis span regression · 6 months rolling