+264.7%
XOM vs SPOT
+111.2%
+153.5%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.9% | +0.6% |
| 7D | +1.9% | -6.9% | +8.7% | +2.2% |
| 30D | +4.1% | +4.1% | -0.1% | +3.9% |
| 3M | +10.4% | +3.7% | +6.7% | +10.2% |
| 6M | +13.0% | -1.6% | +14.6% | +12.9% |
| YTD | +40.1% | -10.2% | +50.2% | +40.3% |
| 1Y | +51.1% | -25.9% | +77.0% | +52.8% |
| 3Y | +57.7% | +235.6% | -177.9% | +44.4% |
| 5Y | +264.7% | +110.6% | +154.2% | +229.2% |
| All | +264.7% | +111.2% | +153.5% | +229.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling