+358.8%
APP vs XOM
+249.4%
+109.4%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.7% | -3.4% | -2.8% |
| 7D | +0.1% | -2.4% | +2.5% | +0.4% |
| 30D | -10.0% | +5.7% | -15.7% | -10.8% |
| 3M | -44.6% | +6.6% | -51.2% | -45.2% |
| 6M | -37.9% | +7.7% | -45.5% | -38.9% |
| YTD | -53.7% | +36.2% | -89.9% | -56.9% |
| 1Y | -43.0% | +50.5% | -93.5% | -48.4% |
| 3Y | +640.8% | +53.4% | +587.4% | +561.1% |
| 5Y | +358.8% | +254.2% | +104.7% | +294.4% |
| All | +358.8% | +249.4% | +109.4% | +294.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling