+46.0%
XOM vs QID
-38.2%
+84.2%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.3% | -1.6% |
| 7D | +1.8% | -0.6% | +2.4% | +1.9% |
| 30D | +5.9% | 0.0% | +5.9% | +5.8% |
| 3M | +5.6% | +3.7% | +1.8% | +4.3% |
| 6M | +7.9% | -29.9% | +37.7% | +15.0% |
| YTD | +35.2% | -28.8% | +63.9% | +43.4% |
| 1Y | +46.0% | -37.2% | +83.2% | +67.7% |
| All | +46.0% | -38.2% | +84.2% | +67.7% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 QID 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