+47.8%
XOM vs AFRM
-16.7%
+64.5%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.1% | +1.6% | +0.3% |
| 7D | +2.8% | -4.4% | +7.3% | +2.2% |
| 30D | -3.6% | -7.7% | +4.0% | -4.5% |
| 3M | +8.2% | -16.9% | +25.1% | +6.2% |
| 6M | +14.0% | +2.5% | +11.6% | +15.2% |
| YTD | +44.6% | -12.5% | +57.1% | +47.1% |
| 1Y | +47.8% | -11.0% | +58.8% | +52.7% |
| All | +47.8% | -16.7% | +64.5% | +52.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AFRM.
Daily Out/Under-Performance
Portfolio return minus AFRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFRM 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 AFRM 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