+192.9%
XOM vs SYY
+116.5%
+76.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.1% | -0.6% | 0.0% |
| 7D | +4.1% | +3.9% | +0.1% | +2.5% |
| 30D | +4.6% | -1.7% | +6.3% | +5.3% |
| 3M | +14.0% | +5.2% | +8.8% | +11.5% |
| 6M | +11.0% | -0.2% | +11.2% | +9.7% |
| YTD | +40.7% | +15.4% | +25.3% | +30.6% |
| 1Y | +52.3% | +5.6% | +46.7% | +46.3% |
| 3Y | +60.5% | +28.9% | +31.6% | +39.4% |
| 5Y | +266.4% | +24.1% | +242.3% | +215.2% |
| All | +192.9% | +116.5% | +76.4% | +109.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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