+54.4%
XOM vs AMC
-67.9%
+122.3%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +4.3% | -6.0% | -1.6% |
| 7D | +1.8% | +2.3% | -0.6% | +1.8% |
| 30D | +5.9% | -0.7% | +6.6% | +5.9% |
| 3M | +5.6% | +35.2% | -29.6% | +6.3% |
| 6M | +7.9% | +124.6% | -116.7% | +9.4% |
| YTD | +35.2% | +69.9% | -34.7% | +36.9% |
| 1Y | +46.0% | -2.6% | +48.6% | +47.6% |
| All | +54.4% | -67.9% | +122.3% | +54.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling