+261.8%
XOM vs ACI
-43.7%
+305.5%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.4% | +4.6% | +2.5% |
| 7D | 0.0% | -5.0% | +5.1% | +0.6% |
| 30D | +3.4% | -2.3% | +5.8% | +3.6% |
| 3M | +11.0% | -23.2% | +34.2% | +13.9% |
| 6M | +10.6% | -29.5% | +40.1% | +14.7% |
| YTD | +39.2% | -28.6% | +67.8% | +43.9% |
| 1Y | +52.7% | -34.0% | +86.8% | +59.2% |
| 3Y | +56.8% | -45.0% | +101.7% | +66.8% |
| 5Y | +261.8% | -44.0% | +305.8% | +284.6% |
| All | +261.8% | -43.7% | +305.5% | +284.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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