+2,916.0%
XOM vs SUI
+4,109.4%
-1,193.4%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.5% | +1.8% | +0.7% |
| 7D | -11.4% | +6.2% | -17.6% | -13.0% |
| 30D | +1.1% | +8.6% | -7.5% | -1.3% |
| 3M | +7.8% | +1.0% | +6.8% | +7.1% |
| 6M | +13.0% | -2.6% | +15.6% | +13.2% |
| YTD | +40.6% | -0.1% | +40.7% | +39.5% |
| 1Y | +49.1% | +0.5% | +48.6% | +47.6% |
| 3Y | +72.9% | +15.3% | +57.6% | +62.2% |
| 5Y | +204.0% | -26.1% | +230.1% | +216.8% |
| 10Y | +205.7% | +117.8% | +87.9% | +126.8% |
| All | +2,916.0% | +4,109.4% | -1,193.4% | +1,026.3% |
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