+72.9%
XOM vs AMC
-71.5%
+144.4%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.9% | -1.6% | +0.4% |
| 7D | -11.4% | +2.6% | -14.0% | -11.3% |
| 30D | +1.1% | +9.0% | -7.9% | +1.3% |
| 3M | +7.8% | +22.2% | -14.4% | +8.3% |
| 6M | +13.0% | +91.5% | -78.4% | +14.3% |
| YTD | +40.6% | +101.3% | -60.7% | +42.3% |
| 1Y | +49.1% | +20.8% | +28.3% | +51.2% |
| 3Y | +72.9% | -71.3% | +144.2% | +78.9% |
| All | +72.9% | -71.5% | +144.4% | +78.9% |
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