+41.3%
XOM vs AMBA
-34.9%
+76.1%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.1% | +1.9% | -0.2% |
| 7D | -7.3% | -2.6% | -4.7% | -7.4% |
| 30D | -2.6% | -10.5% | +7.8% | -3.1% |
| 3M | +3.6% | -26.4% | +30.0% | +2.2% |
| 6M | +15.3% | -20.9% | +36.2% | +14.8% |
| YTD | +39.4% | -14.8% | +54.2% | +41.3% |
| All | +41.3% | -34.9% | +76.1% | +41.9% |
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 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