+2,799.6%
XOM vs SUI
+4,037.5%
-1,237.9%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.3% | -1.3% | -1.6% |
| 7D | +1.8% | -2.8% | +4.6% | +2.5% |
| 30D | +5.9% | -1.2% | +7.0% | +6.1% |
| 3M | +5.6% | -1.7% | +7.3% | +5.9% |
| 6M | +7.9% | -10.5% | +18.3% | +10.7% |
| YTD | +35.2% | -1.8% | +37.0% | +35.1% |
| 1Y | +46.0% | -4.1% | +50.1% | +46.6% |
| 3Y | +55.0% | +11.3% | +43.8% | +46.9% |
| 5Y | +246.3% | -32.1% | +278.4% | +270.2% |
| 10Y | +181.0% | +110.4% | +70.5% | +110.8% |
| All | +2,799.6% | +4,037.5% | -1,237.9% | +991.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling