+192.9%
XOM vs AGI
+392.3%
-199.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.2% | +0.4% |
| 7D | +4.1% | -2.7% | +6.8% | +4.3% |
| 30D | +4.6% | +7.2% | -2.7% | +4.0% |
| 3M | +14.0% | +4.3% | +9.7% | +13.3% |
| 6M | +11.0% | -27.1% | +38.1% | +12.8% |
| YTD | +40.7% | -6.6% | +47.3% | +39.8% |
| 1Y | +52.3% | +9.5% | +42.8% | +49.0% |
| 3Y | +60.5% | +208.4% | -148.0% | +41.9% |
| 5Y | +266.4% | +401.6% | -135.2% | +208.5% |
| All | +192.9% | +392.3% | -199.4% | +146.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 10y: compounded portfolio wealth divided by compounded AGI 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…
10y analysis · Full analysis span regression · 6 months rolling