+59.7%
XOM vs SPMO
+154.5%
-94.7%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.8% | +2.5% | +0.7% |
| 7D | +1.9% | +0.1% | +1.8% | +1.9% |
| 30D | +4.1% | -0.7% | +4.8% | +4.1% |
| 3M | +10.4% | +2.8% | +7.6% | +9.8% |
| 6M | +13.0% | +24.4% | -11.4% | +9.5% |
| YTD | +40.1% | +24.2% | +15.9% | +35.6% |
| 1Y | +51.1% | +24.5% | +26.6% | +46.2% |
| All | +59.7% | +154.5% | -94.7% | +33.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling