+52.7%
XOM vs AMC
-12.8%
+65.5%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -3.9% | +6.1% | +2.0% |
| 7D | 0.0% | -6.8% | +6.9% | -0.4% |
| 30D | +3.4% | +1.7% | +1.8% | +3.7% |
| 3M | +11.0% | +26.8% | -15.8% | +13.9% |
| 6M | +10.6% | +117.7% | -107.1% | +20.1% |
| YTD | +39.2% | +57.7% | -18.5% | +47.6% |
| 1Y | +52.7% | -12.5% | +65.2% | +51.4% |
| All | +52.7% | -12.8% | +65.5% | +51.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling