+177.8%
XOM vs AMC
-97.5%
+275.3%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.8% | -1.9% | -0.2% |
| 7D | -7.3% | +5.5% | -12.8% | -7.4% |
| 30D | -2.6% | +16.1% | -18.8% | -3.0% |
| 3M | +3.6% | +43.0% | -39.4% | +2.8% |
| 6M | +15.3% | +130.7% | -115.4% | +12.8% |
| YTD | +39.4% | +121.8% | -82.4% | +36.2% |
| 1Y | +43.2% | +40.7% | +2.5% | +41.2% |
| 3Y | +74.9% | -56.8% | +131.7% | +74.5% |
| 5Y | +201.3% | -99.1% | +300.4% | +218.0% |
| 10Y | +188.5% | -98.7% | +287.1% | +169.0% |
| All | +177.8% | -97.5% | +275.3% | +123.8% |
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