+257.2%
XOM vs QID
-80.8%
+338.0%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.8% | +2.2% | +0.3% |
| 7D | +4.1% | +1.3% | +2.8% | +4.2% |
| 30D | +4.6% | +2.9% | +1.6% | +4.8% |
| 3M | +14.0% | -0.7% | +14.7% | +14.0% |
| 6M | +11.0% | -29.7% | +40.6% | +7.5% |
| YTD | +40.7% | -27.9% | +68.6% | +36.8% |
| 1Y | +52.3% | -34.6% | +86.9% | +46.6% |
| 3Y | +60.5% | -73.5% | +134.0% | +41.0% |
| All | +257.2% | -80.8% | +338.0% | +203.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling