+8,164.6%
AMD vs XOM
+194.2%
+7,970.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.4% | +6.0% | +6.9% |
| 7D | +13.1% | -1.5% | +14.6% | +13.8% |
| 30D | -7.0% | -3.2% | -3.8% | -6.2% |
| 3M | +16.6% | +5.0% | +11.6% | +14.4% |
| 6M | +20.5% | +12.9% | +7.7% | +14.7% |
| YTD | +158.2% | +41.3% | +116.9% | +123.0% |
| 1Y | +132.8% | +43.2% | +89.6% | +99.8% |
| 3Y | +366.2% | +77.3% | +288.9% | +266.8% |
| 5Y | +278.7% | +204.8% | +73.9% | +133.2% |
| 10Y | +8,164.6% | +197.1% | +7,967.5% | +5,874.0% |
| All | +8,164.6% | +194.2% | +7,970.4% | +5,874.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling