+1,141.8%
XOM vs AMT
+1,444.4%
-302.6%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.9% | -0.2% |
| 7D | -7.3% | +1.6% | -9.0% | -7.5% |
| 30D | -2.6% | +4.5% | -7.1% | -3.1% |
| 3M | +3.6% | +13.8% | -10.2% | +2.0% |
| 6M | +15.3% | +10.0% | +5.2% | +13.8% |
| YTD | +39.4% | +11.8% | +27.7% | +37.2% |
| 1Y | +43.2% | +10.2% | +32.9% | +41.0% |
| 3Y | +74.9% | +15.1% | +59.8% | +70.3% |
| 5Y | +201.3% | -18.8% | +220.1% | +202.4% |
| 10Y | +188.5% | +133.7% | +54.8% | +158.6% |
| All | +1,141.8% | +1,444.4% | -302.6% | +748.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 AMT 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