+13.0%
XOM vs SUI
-2.4%
+15.4%
-16.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.5% | +1.8% | +0.2% |
| 7D | -11.4% | +6.2% | -17.6% | -11.1% |
| 30D | +1.1% | +8.6% | -7.5% | +1.7% |
| 3M | +7.8% | +1.0% | +6.8% | +8.4% |
| 6M | +13.0% | -2.6% | +15.6% | +13.9% |
| All | +13.0% | -2.4% | +15.4% | +13.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling