+52.6%
XOM vs AG
+29.4%
+23.2%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +9.1% | -13.8% | -4.1% |
| 7D | -7.0% | -2.6% | -4.4% | -7.0% |
| 30D | +3.2% | -12.1% | +15.3% | +2.9% |
| 3M | +10.7% | -6.6% | +17.3% | +10.7% |
| 6M | +11.6% | -20.5% | +32.1% | +11.4% |
| YTD | +43.5% | -7.4% | +50.9% | +42.4% |
| 1Y | +52.6% | +33.4% | +19.2% | +50.0% |
| All | +52.6% | +29.4% | +23.2% | +50.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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