+121,072.4%
AAPL vs XOM
+4,403.0%
+116,669.4%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.2% | -2.5% | -1.0% |
| 7D | -3.0% | 0.0% | -3.0% | -3.0% |
| 30D | +2.3% | +3.4% | -1.1% | +1.0% |
| 3M | +8.6% | +11.0% | -2.4% | +4.3% |
| 6M | +21.6% | +10.6% | +10.9% | +16.0% |
| YTD | +16.3% | +39.2% | -22.9% | +1.8% |
| 1Y | +35.1% | +52.7% | -17.7% | +14.1% |
| 3Y | +79.4% | +56.8% | +22.6% | +48.0% |
| 5Y | +109.8% | +261.8% | -151.9% | +23.1% |
| 10Y | +1,237.1% | +191.3% | +1,045.8% | +704.0% |
| All | +121,072.4% | +4,403.0% | +116,669.4% | +31,371.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling