+191.6%
XOM vs AMC
-98.6%
+290.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +8.3% | -9.0% | -0.8% |
| 7D | -8.3% | +6.6% | -14.9% | -8.4% |
| 30D | -2.5% | +14.1% | -16.6% | -2.7% |
| 3M | +8.3% | +31.3% | -22.9% | +7.7% |
| 6M | +15.5% | +126.7% | -111.2% | +13.3% |
| YTD | +39.6% | +117.9% | -78.3% | +36.8% |
| 1Y | +44.6% | +41.1% | +3.5% | +42.8% |
| 3Y | +76.6% | -61.0% | +137.5% | +76.6% |
| 5Y | +195.8% | -99.1% | +294.9% | +211.1% |
| 10Y | +191.6% | -98.7% | +290.3% | +149.8% |
| All | +191.6% | -98.6% | +290.2% | +149.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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