+204.0%
XOM vs SUI
+120.9%
+83.1%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.7% | +2.6% | +2.0% |
| 7D | +2.7% | -3.8% | +6.5% | +3.6% |
| 30D | -2.5% | +3.9% | -6.4% | -3.5% |
| 3M | +7.0% | +0.2% | +6.7% | +6.6% |
| 6M | +14.2% | -4.2% | +18.4% | +14.8% |
| YTD | +43.9% | -2.5% | +46.4% | +43.7% |
| 1Y | +47.9% | -4.0% | +51.9% | +48.2% |
| 3Y | +80.6% | +16.5% | +64.1% | +69.5% |
| 5Y | +212.8% | -27.2% | +240.0% | +229.3% |
| All | +204.0% | +120.9% | +83.1% | +160.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 10y: compounded portfolio wealth divided by compounded SUI 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…
10y analysis · Full analysis span regression · 6 months rolling