+43.4%
XOM vs ACWI
+12.9%
+30.5%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.6% | -3.3% | +0.9% |
| 7D | -8.3% | +0.3% | -8.6% | -8.0% |
| 30D | -2.5% | -2.8% | +0.3% | -4.1% |
| 3M | +8.3% | -3.2% | +11.5% | +6.5% |
| 6M | +15.5% | +1.3% | +14.2% | +17.0% |
| YTD | +39.6% | +11.2% | +28.4% | +47.8% |
| All | +43.4% | +12.9% | +30.5% | +52.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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