+46.0%
XOM vs APH
-25.2%
+71.2%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -47.8% | +46.9% | -2.8% |
| 7D | +1.9% | -48.7% | +50.6% | -0.1% |
| 30D | +5.9% | -51.9% | +57.8% | +3.1% |
| 3M | +5.6% | -43.6% | +49.1% | +4.5% |
| 6M | +7.9% | -37.5% | +45.4% | +8.2% |
| YTD | +35.2% | -38.6% | +73.8% | +34.5% |
| 1Y | +46.0% | -26.3% | +72.3% | +40.6% |
| All | +46.0% | -25.2% | +71.2% | +40.6% |
Cumulative growth
Daily Returns
Daily percentage return beside APH.
Daily Out/Under-Performance
Portfolio return minus APH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APH 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 APH 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