+254.2%
XOM vs SUI
-32.1%
+286.3%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.5% | +2.2% | +0.9% |
| 7D | -2.4% | -3.1% | +0.8% | -2.0% |
| 30D | +5.7% | -2.3% | +8.0% | +5.9% |
| 3M | +6.6% | -2.8% | +9.4% | +6.9% |
| 6M | +7.7% | -12.4% | +20.0% | +9.5% |
| YTD | +36.2% | -3.3% | +39.5% | +36.4% |
| 1Y | +50.5% | -5.8% | +56.3% | +51.2% |
| 3Y | +53.4% | +12.5% | +40.9% | +48.6% |
| 5Y | +254.2% | -32.9% | +287.0% | +260.1% |
| All | +254.2% | -32.1% | +286.3% | +260.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling