+257.2%
XOM price history and return analytics
+65.7%
+191.5%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.4% | +0.1% |
| 7D | +4.1% | -1.1% | +5.2% | +4.6% |
| 30D | +4.6% | -1.0% | +5.6% | +4.9% |
| 3M | +14.0% | +3.2% | +10.8% | +12.1% |
| 6M | +11.0% | +12.5% | -1.5% | +3.8% |
| YTD | +40.7% | +14.1% | +26.6% | +30.5% |
| 1Y | +52.3% | +18.9% | +33.4% | +37.7% |
| 3Y | +60.5% | +74.1% | -13.6% | +14.3% |
| All | +257.2% | +65.7% | +191.5% | +158.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling