+10,785.8%
AMD vs XOM
+4,447.9%
+6,337.9%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +0.3% | +10.7% | +10.9% |
| 7D | -11.0% | -11.4% | +0.4% | -6.0% |
| 30D | -30.5% | +1.1% | -31.6% | -31.0% |
| 3M | -8.2% | +7.8% | -16.0% | -12.0% |
| 6M | +6.6% | +13.0% | -6.5% | -1.3% |
| YTD | +109.7% | +40.6% | +69.1% | +72.0% |
| 1Y | +88.9% | +49.1% | +39.8% | +50.4% |
| 3Y | +301.8% | +72.9% | +228.9% | +193.9% |
| 5Y | +229.4% | +204.0% | +25.4% | +74.6% |
| 10Y | +6,745.1% | +205.7% | +6,539.4% | +3,279.0% |
| All | +10,785.8% | +4,447.9% | +6,337.9% | +1,625.7% |
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