+1,104.1%
XOM vs AMT
+1,311.4%
-207.3%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.1% | -0.6% | -1.6% |
| 7D | +1.8% | -0.2% | +2.0% | +1.8% |
| 30D | +5.9% | +4.6% | +1.2% | +5.3% |
| 3M | +5.6% | -8.4% | +14.0% | +6.5% |
| 6M | +7.9% | -6.0% | +13.9% | +8.3% |
| YTD | +35.2% | +2.1% | +33.0% | +34.5% |
| 1Y | +46.0% | -6.4% | +52.4% | +46.5% |
| 3Y | +55.0% | +8.1% | +47.0% | +51.9% |
| 5Y | +246.3% | -31.9% | +278.2% | +254.6% |
| 10Y | +181.0% | +97.1% | +83.9% | +156.5% |
| All | +1,104.1% | +1,311.4% | -207.3% | +732.1% |
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