+258.1%
XOM price history and return analytics
+371.8%
-113.7%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +1.2% |
| 7D | -2.4% | +1.0% | -3.4% | -3.2% |
| 30D | +5.7% | -0.2% | +5.9% | +5.7% |
| 3M | +6.6% | +4.5% | +2.0% | +2.0% |
| 6M | +7.7% | +14.1% | -6.4% | -5.3% |
| YTD | +36.2% | +14.8% | +21.4% | +18.9% |
| 1Y | +50.5% | +21.2% | +29.3% | +25.1% |
| 3Y | +53.4% | +76.6% | -23.2% | -9.4% |
| 5Y | +254.2% | +66.6% | +187.6% | +116.7% |
| 10Y | +177.9% | +222.3% | -44.4% | -2.2% |
| All | +258.1% | +371.8% | -113.7% | -16.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling