+197.1%
XOM vs AMBA
+7.9%
+189.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +3.5% | -2.2% | +1.0% |
| 7D | -1.5% | +2.6% | -4.1% | -1.8% |
| 30D | -3.2% | -3.6% | +0.4% | -3.0% |
| 3M | +5.0% | -24.6% | +29.6% | +7.4% |
| 6M | +12.9% | -21.6% | +34.5% | +13.1% |
| YTD | +41.3% | -11.8% | +53.1% | +38.7% |
| 1Y | +43.2% | -33.2% | +76.4% | +44.6% |
| 3Y | +77.3% | +24.5% | +52.8% | +58.7% |
| 5Y | +204.8% | -67.7% | +272.5% | +210.2% |
| 10Y | +197.1% | +4.7% | +192.4% | +117.9% |
| All | +197.1% | +7.9% | +189.2% | +117.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling