+52.6%
XOM vs SE
-48.0%
+100.6%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +4.5% | -9.1% | -4.1% |
| 7D | -7.0% | +6.7% | -13.7% | -6.2% |
| 30D | +3.2% | -17.2% | +20.4% | +1.3% |
| 3M | +10.7% | -28.0% | +38.7% | +7.2% |
| 6M | +11.6% | -6.1% | +17.7% | +11.4% |
| YTD | +43.5% | -37.1% | +80.6% | +41.3% |
| 1Y | +52.6% | -48.8% | +101.4% | +48.1% |
| All | +52.6% | -48.0% | +100.6% | +48.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE 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 SE 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