Long Exxon — capital discipline
31.76%Total return
66.26%IRR (annualized)
62.28%Alpha (ann.)
-0.49Beta
2.07Sharpe
3.03Sortino
26.38%Volatility (ann.)
-15.69%Max drawdown
198Days held
Pick (active)
Pick (hypothetical, outside active window)
S&P 500
Drag the chart left/right to see how the strategy would have looked outside the pick's active window.
Thesis & evidence
Thesis
Buybacks + dividends + capex discipline = unloved compounder. Oil rangebound is fine for the thesis.
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