+254.2%
XOM vs AMC
-99.5%
+353.6%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.4% | +4.1% | +0.8% |
| 7D | -2.4% | -0.8% | -1.6% | -2.4% |
| 30D | +5.7% | -1.2% | +6.8% | +5.7% |
| 3M | +6.6% | +42.2% | -35.7% | +6.3% |
| 6M | +7.7% | +118.8% | -111.1% | +6.9% |
| YTD | +36.2% | +64.1% | -27.9% | +35.6% |
| 1Y | +50.5% | -9.5% | +60.0% | +50.8% |
| 3Y | +53.4% | -64.3% | +117.7% | +54.2% |
| 5Y | +254.2% | -99.5% | +353.6% | +286.5% |
| All | +254.2% | -99.5% | +353.6% | +286.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling