-45.3%
APP vs XOM
+52.9%
-98.2%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.2% | -4.4% | -1.2% |
| 7D | -4.4% | 0.0% | -4.4% | -4.3% |
| 30D | -10.0% | +3.4% | -13.5% | -8.5% |
| 3M | -41.4% | +11.0% | -52.4% | -37.8% |
| 6M | -41.0% | +10.6% | -51.6% | -36.9% |
| YTD | -54.7% | +39.2% | -93.9% | -47.0% |
| 1Y | -45.3% | +52.7% | -98.1% | -34.8% |
| All | -45.3% | +52.9% | -98.2% | -34.8% |
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