+95.5%
AMD vs XOM
+53.6%
+41.9%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -4.6% | +5.6% | -1.8% |
| 7D | -15.5% | -7.0% | -8.5% | -19.0% |
| 30D | -22.6% | +3.2% | -25.8% | -20.4% |
| 3M | -5.7% | +10.7% | -16.4% | +1.7% |
| 6M | +43.1% | +11.6% | +31.5% | +58.4% |
| YTD | +128.2% | +43.5% | +84.7% | +151.4% |
| 1Y | +95.5% | +52.6% | +42.9% | +122.6% |
| All | +95.5% | +53.6% | +41.9% | +122.6% |
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