+111.2%
AMD vs XOM
+44.1%
+67.1%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | -0.8% | +15.6% | +14.3% |
| 7D | +6.5% | -7.3% | +13.8% | +1.7% |
| 30D | -15.3% | -2.6% | -12.6% | -16.1% |
| 3M | +9.7% | +3.6% | +6.1% | +13.5% |
| 6M | +13.2% | +15.3% | -2.1% | +26.6% |
| YTD | +140.6% | +39.4% | +101.2% | +156.4% |
| 1Y | +111.2% | +43.2% | +68.0% | +129.3% |
| All | +111.2% | +44.1% | +67.1% | +129.3% |
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