+47.9%
XOM vs TER
+46.6%
+1.3%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.8% | +2.6% | +1.8% |
| 7D | +2.7% | +24.0% | -21.3% | +3.9% |
| 30D | -2.5% | -30.6% | +28.2% | -4.7% |
| 3M | +7.0% | -34.5% | +41.5% | +4.4% |
| 6M | +14.2% | -26.4% | +40.6% | +13.8% |
| YTD | +43.9% | +36.4% | +7.5% | +42.2% |
| 1Y | +47.9% | +47.4% | +0.5% | +47.2% |
| All | +47.9% | +46.6% | +1.3% | +47.2% |
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