+4,294.1%
XOM vs APA
+832.5%
+3,461.6%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.8% | -1.1% | +0.1% |
| 7D | -2.4% | -1.7% | -0.7% | -1.8% |
| 30D | +5.7% | +15.7% | -10.1% | +0.5% |
| 3M | +6.6% | +16.5% | -9.9% | +1.0% |
| 6M | +7.7% | +35.1% | -27.4% | -3.2% |
| YTD | +36.2% | +82.2% | -46.0% | +10.5% |
| 1Y | +50.5% | +102.5% | -52.0% | +16.9% |
| 3Y | +53.4% | +10.3% | +43.1% | +40.0% |
| 5Y | +254.2% | +166.1% | +88.1% | +134.7% |
| 10Y | +177.9% | -4.9% | +182.8% | +93.8% |
| All | +4,294.1% | +832.5% | +3,461.6% | +1,633.6% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling