+254.2%
XOM vs ACWI
+67.7%
+186.5%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +0.9% |
| 7D | -2.4% | +1.1% | -3.4% | -2.8% |
| 30D | +5.7% | -0.2% | +5.9% | +5.7% |
| 3M | +6.6% | +4.7% | +1.9% | +4.1% |
| 6M | +7.7% | +14.5% | -6.8% | +0.1% |
| YTD | +36.2% | +14.6% | +21.6% | +26.3% |
| 1Y | +50.5% | +21.4% | +29.1% | +34.9% |
| 3Y | +53.4% | +77.6% | -24.2% | +8.6% |
| 5Y | +254.2% | +68.1% | +186.1% | +157.0% |
| All | +254.2% | +67.7% | +186.5% | +157.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling