+52.6%
XOM vs AMDL
+108.7%
-56.1%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +1.7% | -6.3% | -4.5% |
| 7D | -7.0% | -30.7% | +23.7% | -8.5% |
| 30D | +3.2% | -43.8% | +47.0% | +0.8% |
| 3M | +10.7% | -24.5% | +35.2% | +10.1% |
| 6M | +11.6% | +44.7% | -33.1% | +16.5% |
| YTD | +43.5% | +204.0% | -160.5% | +53.9% |
| 1Y | +52.6% | +109.1% | -56.5% | +63.1% |
| All | +52.6% | +108.7% | -56.1% | +63.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMDL.
Daily Out/Under-Performance
Portfolio return minus AMDL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMDL 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 1y: compounded portfolio wealth divided by compounded AMDL 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…
1y analysis · Full analysis span regression · 6 months rolling