+201.3%
XOM vs U
-68.6%
+269.8%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.1% | +2.0% | -0.1% |
| 7D | -7.3% | +24.4% | -31.7% | -7.7% |
| 30D | -2.6% | +7.4% | -10.0% | -2.8% |
| 3M | +3.6% | +16.8% | -13.2% | +3.3% |
| 6M | +15.3% | +78.8% | -63.5% | +13.8% |
| YTD | +39.4% | +14.0% | +25.4% | +38.8% |
| 1Y | +43.2% | +16.7% | +26.4% | +42.3% |
| 3Y | +74.9% | +86.4% | -11.4% | +67.9% |
| 5Y | +201.3% | -71.5% | +272.7% | +184.5% |
| All | +201.3% | -68.6% | +269.8% | +184.5% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 U 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