+51.6%
XOM vs SOLS
+17.0%
+34.5%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | +4.1% | -3.5% | +7.5% | +3.9% |
| 30D | +4.6% | -1.0% | +5.5% | +4.6% |
| 3M | +14.0% | -24.1% | +38.1% | +13.3% |
| 6M | +11.0% | -18.0% | +28.9% | +10.4% |
| YTD | +40.7% | +27.1% | +13.6% | +38.3% |
| All | +51.6% | +17.0% | +34.5% | +49.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 SOLS 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