+46.0%
XOM vs APA
+94.6%
-48.7%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.2% | +1.5% | -0.4% |
| 7D | +1.8% | +0.5% | +1.2% | +1.6% |
| 30D | +5.9% | +23.4% | -17.5% | -2.9% |
| 3M | +5.6% | +12.7% | -7.1% | +0.1% |
| 6M | +7.9% | +39.4% | -31.6% | -4.4% |
| YTD | +35.2% | +79.0% | -43.8% | +10.8% |
| 1Y | +46.0% | +88.8% | -42.8% | +18.0% |
| All | +46.0% | +94.6% | -48.7% | +18.0% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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