+255.6%
XOM vs TE
-48.4%
+304.0%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -6.7% | +7.3% | +0.7% |
| 7D | +1.9% | +0.9% | +1.0% | +1.8% |
| 30D | +4.1% | -16.3% | +20.3% | +4.3% |
| 3M | +10.4% | -40.8% | +51.2% | +11.1% |
| 6M | +13.0% | -42.6% | +55.6% | +13.2% |
| YTD | +40.1% | -31.4% | +71.5% | +38.7% |
| 1Y | +51.1% | +144.9% | -93.8% | +40.0% |
| 3Y | +57.7% | -26.0% | +83.7% | +50.6% |
| All | +255.6% | -48.4% | +304.0% | +244.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 5y: compounded portfolio wealth divided by compounded TE 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…
5y analysis · Full analysis span regression · 6 months rolling