+21.6%
AAPL vs XOM
+9.5%
+12.1%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | XOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.2% | -2.5% | +0.1% |
| 7D | -3.0% | 0.0% | -3.0% | -3.0% |
| 30D | +2.3% | +3.4% | -1.1% | +3.0% |
| 3M | +8.6% | +11.0% | -2.4% | +11.0% |
| 6M | +21.6% | +10.6% | +10.9% | +24.1% |
| All | +21.6% | +9.5% | +12.1% | +24.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling