+273.9%
XOM vs ACWI
+341.2%
-67.3%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.6% | -3.3% | -2.8% |
| 7D | -8.3% | +0.3% | -8.6% | -8.7% |
| 30D | -2.5% | -2.8% | +0.3% | -0.5% |
| 3M | +8.3% | -3.2% | +11.5% | +10.5% |
| 6M | +15.5% | +1.3% | +14.2% | +12.5% |
| YTD | +39.6% | +11.2% | +28.4% | +24.2% |
| 1Y | +44.6% | +13.8% | +30.8% | +25.9% |
| 3Y | +76.6% | +76.2% | +0.4% | +2.8% |
| 5Y | +195.8% | +59.5% | +136.3% | +84.8% |
| 10Y | +191.6% | +222.2% | -30.6% | -1.0% |
| All | +273.9% | +341.2% | -67.3% | -8.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling