+50.5%
XOM vs ACWI
+21.5%
+29.0%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +0.5% |
| 7D | -2.4% | +1.1% | -3.4% | -1.8% |
| 30D | +5.7% | -0.2% | +5.9% | +5.6% |
| 3M | +6.6% | +4.7% | +1.9% | +9.0% |
| 6M | +7.7% | +14.5% | -6.8% | +13.8% |
| YTD | +36.2% | +14.6% | +21.6% | +43.6% |
| 1Y | +50.5% | +21.4% | +29.1% | +65.0% |
| All | +50.5% | +21.5% | +29.0% | +65.0% |
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