+47.9%
XOM vs AMBA
-35.5%
+83.4%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.3% | +4.1% | +1.8% |
| 7D | +2.7% | +10.7% | -8.0% | +3.1% |
| 30D | -2.5% | -5.0% | +2.6% | -2.7% |
| 3M | +7.0% | -26.9% | +33.9% | +5.5% |
| 6M | +14.2% | -21.9% | +36.1% | +13.7% |
| YTD | +43.9% | -13.8% | +57.7% | +46.0% |
| 1Y | +47.9% | -36.1% | +84.0% | +48.7% |
| All | +47.9% | -35.5% | +83.4% | +48.7% |
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