+52.6%
XOM vs AMBA
-25.6%
+78.2%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.7% | -2.9% | -4.7% |
| 7D | -7.0% | -8.1% | +1.1% | -7.4% |
| 30D | +3.2% | -10.8% | +14.0% | +2.7% |
| 3M | +10.7% | -25.9% | +36.6% | +9.2% |
| 6M | +11.6% | -13.9% | +25.5% | +11.6% |
| YTD | +43.5% | -14.0% | +57.5% | +45.4% |
| 1Y | +52.6% | -25.7% | +78.3% | +54.4% |
| All | +52.6% | -25.6% | +78.2% | +54.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 AMBA 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