+76.8%
XOM vs AMIX
-100.0%
+176.7%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -20.0% | +21.4% | +1.3% |
| 7D | -1.5% | -8.1% | +6.6% | -1.5% |
| 30D | -3.2% | -52.3% | +49.1% | -3.2% |
| 3M | +5.0% | -83.8% | +88.8% | +4.9% |
| 6M | +12.9% | -79.0% | +91.8% | +12.9% |
| YTD | +41.3% | -87.2% | +128.5% | +41.8% |
| 1Y | +43.2% | -91.7% | +134.9% | +43.9% |
| All | +76.8% | -100.0% | +176.7% | +84.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 10y: compounded portfolio wealth divided by compounded AMIX 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…
10y analysis · Full analysis span regression · 6 months rolling