+11.3%
XOM vs SNDQ
-86.6%
+97.9%
-16.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNDQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +44.4% | -46.7% | -2.8% |
| 7D | -9.8% | +116.9% | -126.7% | -11.0% |
| 30D | +0.5% | +205.2% | -204.7% | -1.4% |
| 3M | +9.7% | +45.4% | -35.7% | +8.3% |
| 6M | +8.1% | -66.2% | +74.4% | +8.1% |
| All | +11.3% | -86.6% | +97.9% | +14.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SNDQ.
Daily Out/Under-Performance
Portfolio return minus SNDQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNDQ 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 SNDQ 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