-26.4%
APP vs XOM
+48.0%
-74.4%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.5% | +3.4% | +4.3% |
| 7D | +4.6% | +2.8% | +1.7% | +6.7% |
| 30D | +56.0% | -3.6% | +59.7% | +54.3% |
| 3M | +30.8% | +8.2% | +22.6% | +37.8% |
| 6M | -9.8% | +14.0% | -23.8% | -0.9% |
| YTD | -39.3% | +44.6% | -83.9% | -22.3% |
| 1Y | -26.4% | +47.8% | -74.2% | -4.8% |
| All | -26.4% | +48.0% | -74.4% | -4.8% |
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