+257.2%
XOM vs SPMO
+149.5%
+107.7%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.5% | -0.1% | +0.3% |
| 7D | +4.1% | -0.9% | +5.0% | +4.4% |
| 30D | +4.6% | -1.9% | +6.5% | +5.1% |
| 3M | +14.0% | -1.4% | +15.3% | +13.5% |
| 6M | +11.0% | +25.5% | -14.5% | -0.9% |
| YTD | +40.7% | +24.8% | +15.9% | +25.7% |
| 1Y | +52.3% | +24.5% | +27.8% | +35.9% |
| 3Y | +60.5% | +157.1% | -96.7% | -14.4% |
| All | +257.2% | +149.5% | +107.7% | +88.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling