+46.0%
XOM vs SE
-38.5%
+84.5%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.9% | -0.8% | -1.8% |
| 7D | +1.8% | -6.1% | +7.9% | +1.2% |
| 30D | +5.9% | -2.5% | +8.3% | +5.8% |
| 3M | +5.6% | +21.7% | -16.2% | +8.0% |
| 6M | +7.9% | +27.0% | -19.1% | +11.4% |
| YTD | +35.2% | -12.1% | +47.3% | +37.7% |
| 1Y | +46.0% | -40.9% | +86.9% | +47.9% |
| All | +46.0% | -38.5% | +84.5% | +47.9% |
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