+257,669.3%
AMZN vs XOM
+1,255.4%
+256,413.9%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.2% | -4.0% | -2.5% |
| 7D | -1.0% | 0.0% | -1.1% | -1.1% |
| 30D | -9.2% | +3.4% | -12.7% | -10.4% |
| 3M | +3.4% | +11.0% | -7.6% | -0.8% |
| 6M | +18.2% | +10.6% | +7.6% | +12.5% |
| YTD | +9.3% | +39.2% | -29.9% | -4.6% |
| 1Y | +5.9% | +52.7% | -46.8% | -10.9% |
| 3Y | +82.6% | +56.8% | +25.8% | +49.4% |
| 5Y | +44.9% | +261.8% | -216.9% | -16.6% |
| 10Y | +564.1% | +191.3% | +372.8% | +290.8% |
| All | +257,669.3% | +1,255.4% | +256,413.9% | +66,634.4% |
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