+348.0%
AMD vs XOM
+53.5%
+294.5%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -1.7% | +6.4% | +4.7% |
| 7D | +2.6% | +1.8% | +0.8% | +2.6% |
| 30D | -0.9% | +5.9% | -6.8% | -1.0% |
| 3M | -8.7% | +5.6% | -14.3% | -8.3% |
| 6M | +136.3% | +7.9% | +128.5% | +133.0% |
| YTD | +123.0% | +35.2% | +87.8% | +104.5% |
| 1Y | +195.2% | +46.0% | +149.2% | +163.6% |
| All | +348.0% | +53.5% | +294.5% | +311.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling