+4,261.5%
XOM vs APA
+815.8%
+3,445.7%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.2% | +1.5% | -0.6% |
| 7D | +1.8% | +0.5% | +1.2% | +1.6% |
| 30D | +5.9% | +23.4% | -17.5% | -1.5% |
| 3M | +5.6% | +12.7% | -7.1% | +1.1% |
| 6M | +7.9% | +39.4% | -31.6% | -4.1% |
| YTD | +35.2% | +79.0% | -43.8% | +10.3% |
| 1Y | +46.0% | +88.8% | -42.8% | +16.0% |
| 3Y | +55.0% | +6.4% | +48.7% | +43.2% |
| 5Y | +246.3% | +153.0% | +93.3% | +133.3% |
| 10Y | +181.0% | +7.5% | +173.4% | +87.8% |
| All | +4,261.5% | +815.8% | +3,445.7% | +1,631.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling