+59.7%
XOM price history and return analytics
+72.7%
-13.0%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.5% | +0.8% |
| 7D | +1.9% | -2.0% | +3.9% | +2.2% |
| 30D | +4.1% | -1.4% | +5.5% | +4.3% |
| 3M | +10.4% | +4.7% | +5.7% | +8.9% |
| 6M | +13.0% | +11.4% | +1.7% | +8.9% |
| YTD | +40.1% | +13.1% | +27.0% | +33.8% |
| 1Y | +51.1% | +19.0% | +32.1% | +40.7% |
| All | +59.7% | +72.7% | -13.0% | +25.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 3y: compounded portfolio wealth divided by compounded VT 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…
3y analysis · Full analysis span regression · 6 months rolling