+180.2%
XOM vs AMC
-97.7%
+277.9%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.9% | -1.6% | +0.3% |
| 7D | -11.4% | +2.6% | -14.0% | -11.5% |
| 30D | +1.1% | +9.0% | -7.9% | +0.9% |
| 3M | +7.8% | +22.2% | -14.4% | +7.3% |
| 6M | +13.0% | +91.5% | -78.4% | +11.0% |
| YTD | +40.6% | +101.3% | -60.7% | +37.7% |
| 1Y | +49.1% | +20.8% | +28.3% | +47.5% |
| 3Y | +72.9% | -71.3% | +144.2% | +74.0% |
| 5Y | +204.0% | -99.2% | +303.2% | +222.0% |
| 10Y | +205.7% | -98.7% | +304.4% | +182.6% |
| All | +180.2% | -97.7% | +277.9% | +126.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling