+10.6%
XOM vs SYY
-2.2%
+12.8%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.2% | +0.1% | +2.4% |
| 7D | 0.0% | -0.2% | +0.3% | 0.0% |
| 30D | +3.4% | -2.7% | +6.2% | +3.2% |
| 3M | +11.0% | +5.9% | +5.1% | +11.8% |
| 6M | +10.6% | -2.3% | +12.9% | +11.9% |
| All | +10.6% | -2.2% | +12.8% | +11.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling