+257.2%
XOM vs U
-67.0%
+324.2%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.5% | -4.0% | +0.4% |
| 7D | +4.1% | +5.5% | -1.4% | +4.0% |
| 30D | +4.6% | -1.3% | +5.9% | +4.6% |
| 3M | +14.0% | +64.6% | -50.6% | +12.7% |
| 6M | +11.0% | +119.4% | -108.4% | +8.7% |
| YTD | +40.7% | -0.5% | +41.2% | +40.5% |
| 1Y | +52.3% | +1.3% | +51.0% | +51.7% |
| 3Y | +60.5% | +15.6% | +44.8% | +55.9% |
| All | +257.2% | -67.0% | +324.2% | +241.3% |
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