+52.6%
XOM vs STT
+53.6%
-1.0%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +2.2% | -6.8% | -4.3% |
| 7D | -7.0% | -0.1% | -6.9% | -7.0% |
| 30D | +3.2% | -1.7% | +4.9% | +3.1% |
| 3M | +10.7% | -6.4% | +17.0% | +10.0% |
| 6M | +11.6% | +17.7% | -6.1% | +13.5% |
| YTD | +43.5% | +36.9% | +6.6% | +45.0% |
| 1Y | +52.6% | +52.0% | +0.6% | +52.4% |
| All | +52.6% | +53.6% | -1.0% | +52.4% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 STT 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