+52.3%
XOM vs SPMO
+24.6%
+27.7%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.5% | -0.1% | +0.6% |
| 7D | +4.1% | -0.9% | +5.0% | +3.8% |
| 30D | +4.6% | -1.9% | +6.5% | +4.1% |
| 3M | +14.0% | -1.4% | +15.3% | +14.1% |
| 6M | +11.0% | +25.5% | -14.5% | +21.3% |
| YTD | +40.7% | +24.8% | +15.9% | +53.4% |
| 1Y | +52.3% | +24.5% | +27.8% | +70.8% |
| All | +52.3% | +24.6% | +27.7% | +70.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 SPMO 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