+52.6%
XOM vs TER
+42.7%
+9.9%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -6.8% | +2.2% | -5.0% |
| 7D | -7.0% | -19.9% | +12.9% | -8.4% |
| 30D | +3.2% | -43.5% | +46.8% | -0.5% |
| 3M | +10.7% | -37.8% | +48.4% | +7.6% |
| 6M | +11.6% | -25.6% | +37.2% | +11.3% |
| YTD | +43.5% | +29.8% | +13.7% | +43.6% |
| 1Y | +52.6% | +43.2% | +9.4% | +54.5% |
| All | +52.6% | +42.7% | +9.9% | +54.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TER.
Daily Out/Under-Performance
Portfolio return minus TER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TER 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 1y: compounded portfolio wealth divided by compounded TER 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…
1y analysis · Full analysis span regression · 6 months rolling