+4,261.5%
XOM vs TER
+14,183.4%
-9,921.9%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +5.5% | -7.2% | -2.2% |
| 7D | +1.8% | +0.6% | +1.1% | +1.6% |
| 30D | +5.9% | -8.3% | +14.1% | +6.5% |
| 3M | +5.6% | -12.2% | +17.8% | +5.5% |
| 6M | +7.9% | +17.1% | -9.2% | +3.3% |
| YTD | +35.2% | +84.7% | -49.5% | +22.9% |
| 1Y | +46.0% | +199.9% | -153.9% | +25.1% |
| 3Y | +55.0% | +232.8% | -177.7% | +28.2% |
| 5Y | +246.3% | +198.6% | +47.7% | +184.3% |
| 10Y | +181.0% | +1,669.7% | -1,488.8% | +89.2% |
| All | +4,261.5% | +14,183.4% | -9,921.9% | +2,282.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling