+50.5%
XOM vs ACGL
+2.4%
+48.1%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.4% | +3.2% | +0.9% |
| 7D | -2.4% | -2.9% | +0.6% | -2.2% |
| 30D | +5.7% | -2.8% | +8.5% | +5.8% |
| 3M | +6.6% | +6.8% | -0.3% | +6.2% |
| 6M | +7.7% | -1.5% | +9.2% | +7.8% |
| YTD | +36.2% | -0.2% | +36.4% | +35.7% |
| 1Y | +50.5% | +5.3% | +45.2% | +48.3% |
| All | +50.5% | +2.4% | +48.1% | +48.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACGL.
Daily Out/Under-Performance
Portfolio return minus ACGL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACGL 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 ACGL 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