+200.7%
XOM vs AMC
-99.3%
+300.0%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.9% | -1.6% | +0.3% |
| 7D | -11.4% | +2.6% | -14.0% | -11.4% |
| 30D | +1.1% | +9.0% | -7.9% | +1.1% |
| 3M | +7.8% | +22.2% | -14.4% | +7.8% |
| 6M | +13.0% | +91.5% | -78.4% | +12.7% |
| YTD | +40.6% | +101.3% | -60.7% | +40.1% |
| 1Y | +49.1% | +20.8% | +28.3% | +49.3% |
| 3Y | +72.9% | -71.3% | +144.2% | +75.3% |
| All | +200.7% | -99.3% | +300.0% | +221.7% |
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