+52.6%
XOM vs AEIS
+6.2%
+46.3%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -11.1% | +6.5% | -5.4% |
| 7D | -7.0% | -12.7% | +5.7% | -7.8% |
| 30D | +3.2% | -28.8% | +32.1% | +0.8% |
| 3M | +10.7% | -38.0% | +48.7% | +7.1% |
| 6M | +11.6% | -45.3% | +56.9% | +8.2% |
| YTD | +43.5% | +1.1% | +42.3% | +42.0% |
| 1Y | +52.6% | +8.6% | +44.0% | +51.6% |
| All | +52.6% | +6.2% | +46.3% | +51.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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