+52.3%
XOM vs SPOT
-25.0%
+77.3%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.3% | +0.5% |
| 7D | +4.1% | -3.1% | +7.2% | +4.1% |
| 30D | +4.6% | +7.4% | -2.8% | +4.5% |
| 3M | +14.0% | +8.2% | +5.8% | +14.0% |
| 6M | +11.0% | +2.2% | +8.8% | +10.9% |
| YTD | +40.7% | -9.5% | +50.2% | +39.9% |
| 1Y | +52.3% | -23.8% | +76.1% | +49.5% |
| All | +52.3% | -25.0% | +77.3% | +49.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 SPOT 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