+1,994.2%
XOM vs AEIS
+2,641.0%
-646.8%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.8% | -2.0% | +0.5% |
| 7D | -2.4% | +8.1% | -10.5% | -3.1% |
| 30D | +5.7% | -11.1% | +16.8% | +6.7% |
| 3M | +6.6% | -5.6% | +12.2% | +6.1% |
| 6M | +7.7% | -0.6% | +8.3% | +5.8% |
| YTD | +36.2% | +38.0% | -1.8% | +28.8% |
| 1Y | +50.5% | +87.2% | -36.7% | +37.2% |
| 3Y | +53.4% | +179.7% | -126.3% | +31.7% |
| 5Y | +254.2% | +241.7% | +12.4% | +194.1% |
| 10Y | +177.9% | +547.2% | -369.3% | +110.9% |
| All | +1,994.2% | +2,641.0% | -646.8% | +1,169.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling