+403.1%
XOM vs AAL
-34.9%
+438.1%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.7% | +2.4% | +0.9% |
| 7D | -2.4% | -0.3% | -2.1% | -2.3% |
| 30D | +5.7% | -19.0% | +24.7% | +7.8% |
| 3M | +6.6% | -5.1% | +11.6% | +6.5% |
| 6M | +7.7% | +15.5% | -7.8% | +4.8% |
| YTD | +36.2% | -15.8% | +52.0% | +36.6% |
| 1Y | +50.5% | -0.3% | +50.8% | +47.7% |
| 3Y | +53.4% | -7.7% | +61.0% | +48.0% |
| 5Y | +254.2% | -32.5% | +286.7% | +245.8% |
| 10Y | +177.9% | -66.0% | +243.9% | +171.5% |
| All | +403.1% | -34.9% | +438.1% | +263.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AAL.
Daily Out/Under-Performance
Portfolio return minus AAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAL 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded AAL 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling