+46.0%
XOM vs SPXU
-40.4%
+86.4%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.3% | -3.0% | -1.9% |
| 7D | +1.8% | -0.1% | +1.9% | +1.8% |
| 30D | +5.9% | +0.8% | +5.0% | +5.7% |
| 3M | +5.6% | -4.7% | +10.3% | +6.4% |
| 6M | +7.9% | -29.6% | +37.5% | +14.2% |
| YTD | +35.2% | -29.9% | +65.0% | +42.8% |
| 1Y | +46.0% | -39.1% | +85.1% | +58.1% |
| All | +46.0% | -40.4% | +86.4% | +58.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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