+257.2%
XOM vs SPXU
-86.1%
+343.3%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.4% | +2.9% | +0.1% |
| 7D | +4.1% | +2.5% | +1.6% | +4.4% |
| 30D | +4.6% | +4.2% | +0.4% | +5.2% |
| 3M | +14.0% | -9.3% | +23.2% | +12.5% |
| 6M | +11.0% | -30.7% | +41.7% | +5.3% |
| YTD | +40.7% | -28.1% | +68.8% | +34.5% |
| 1Y | +52.3% | -35.2% | +87.6% | +43.4% |
| 3Y | +60.5% | -79.9% | +140.4% | +27.7% |
| All | +257.2% | -86.1% | +343.3% | +179.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling