+191.3%
XOM vs RACE
+783.2%
-591.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.9% | +3.1% | +2.4% |
| 7D | 0.0% | -2.6% | +2.7% | +0.6% |
| 30D | +3.4% | -1.1% | +4.5% | +3.6% |
| 3M | +11.0% | +12.5% | -1.5% | +7.8% |
| 6M | +10.6% | +17.4% | -6.8% | +5.8% |
| YTD | +39.2% | +10.1% | +29.1% | +34.7% |
| 1Y | +52.7% | -15.1% | +67.9% | +56.6% |
| 3Y | +56.8% | +38.9% | +17.9% | +36.5% |
| 5Y | +261.8% | +90.7% | +171.1% | +178.1% |
| 10Y | +191.3% | +801.8% | -610.5% | +43.7% |
| All | +191.3% | +783.2% | -591.9% | +43.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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