+212.8%
XOM vs AG
+3.1%
+209.7%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -5.3% | +7.1% | +2.1% |
| 7D | +2.7% | -6.0% | +8.8% | +3.0% |
| 30D | -2.5% | -14.3% | +11.9% | -1.8% |
| 3M | +7.0% | -26.9% | +33.9% | +8.4% |
| 6M | +14.2% | -42.1% | +56.3% | +17.1% |
| YTD | +43.9% | -15.9% | +59.8% | +41.6% |
| 1Y | +47.9% | +11.5% | +36.4% | +41.7% |
| 3Y | +80.6% | +208.0% | -127.4% | +48.9% |
| 5Y | +212.8% | +2.4% | +210.4% | +210.4% |
| All | +212.8% | +3.1% | +209.7% | +210.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling