+47.8%
XOM vs ALHC
-55.7%
+103.4%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.9% | +2.3% | +0.4% |
| 7D | +2.8% | +0.3% | +2.6% | +2.9% |
| 30D | -3.6% | -10.6% | +6.9% | -3.9% |
| 3M | +8.2% | -45.3% | +53.6% | +5.6% |
| 6M | +14.0% | -59.7% | +73.8% | +11.0% |
| YTD | +44.6% | -62.7% | +107.3% | +40.9% |
| 1Y | +47.8% | -56.1% | +103.9% | +47.7% |
| All | +47.8% | -55.7% | +103.4% | +47.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 ALHC 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