+50.5%
XOM vs AMIX
-80.5%
+131.0%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.2% | +1.0% | +0.7% |
| 7D | -2.4% | -3.4% | +1.0% | -2.4% |
| 30D | +5.7% | -54.4% | +60.0% | +5.5% |
| 3M | +6.6% | -45.7% | +52.3% | +4.3% |
| 6M | +7.7% | -49.2% | +56.8% | +6.0% |
| YTD | +36.2% | -60.3% | +96.5% | +33.7% |
| 1Y | +50.5% | -81.4% | +131.9% | +49.3% |
| All | +50.5% | -80.5% | +131.0% | +49.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling