+55.0%
XOM vs AMBA
-1.0%
+56.0%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.8% | -0.9% | -1.7% |
| 7D | +1.8% | -11.0% | +12.7% | +1.9% |
| 30D | +5.9% | -23.2% | +29.0% | +6.2% |
| 3M | +5.6% | -12.7% | +18.3% | +5.3% |
| 6M | +7.9% | +11.2% | -3.4% | +6.4% |
| YTD | +35.2% | -11.2% | +46.4% | +34.5% |
| 1Y | +46.0% | -22.5% | +68.5% | +45.5% |
| All | +55.0% | -1.0% | +56.0% | +45.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling