+59.7%
XOM vs MSCI
+6.1%
+53.6%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.3% | +1.9% | +0.7% |
| 7D | +1.9% | -4.7% | +6.6% | +2.0% |
| 30D | +4.1% | -2.2% | +6.2% | +4.1% |
| 3M | +10.4% | -9.7% | +20.1% | +10.7% |
| 6M | +13.0% | +0.3% | +12.8% | +12.6% |
| YTD | +40.1% | -3.5% | +43.5% | +39.5% |
| 1Y | +51.1% | -1.4% | +52.5% | +50.0% |
| All | +59.7% | +6.1% | +53.6% | +53.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling