+29.9%
AAPL vs XOM
+53.6%
-23.7%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -4.6% | +9.9% | +4.8% |
| 7D | +1.7% | -7.0% | +8.7% | +0.9% |
| 30D | +5.0% | +3.2% | +1.8% | +5.4% |
| 3M | +13.1% | +10.7% | +2.4% | +14.6% |
| 6M | +26.5% | +11.6% | +14.9% | +28.6% |
| YTD | +28.9% | +43.5% | -14.6% | +30.3% |
| 1Y | +29.9% | +52.6% | -22.7% | +31.6% |
| All | +29.9% | +53.6% | -23.7% | +31.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XOM.
Daily Out/Under-Performance
Portfolio return minus XOM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XOM 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 1y: compounded portfolio wealth divided by compounded XOM 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…
1y analysis · Full analysis span regression · 6 months rolling