+51.6%
XOM vs AMRZ
-24.4%
+76.0%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.3% | +1.9% | +0.5% |
| 7D | +1.9% | -8.1% | +10.0% | +0.9% |
| 30D | +4.1% | -14.8% | +18.9% | +2.3% |
| 3M | +10.4% | -19.7% | +30.2% | +8.0% |
| 6M | +13.0% | -30.8% | +43.8% | +11.5% |
| YTD | +40.1% | -24.3% | +64.4% | +35.5% |
| All | +51.6% | -24.4% | +76.0% | +46.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 AMRZ 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