+191.6%
XOM vs APO
+936.6%
-745.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.3% | +3.0% | +1.2% |
| 7D | +1.9% | -4.9% | +6.8% | +3.2% |
| 30D | +4.1% | -8.4% | +12.5% | +6.4% |
| 3M | +10.4% | -2.1% | +12.5% | +10.3% |
| 6M | +13.0% | +19.2% | -6.2% | +5.9% |
| YTD | +40.1% | -10.5% | +50.6% | +41.8% |
| 1Y | +51.1% | -2.7% | +53.8% | +48.4% |
| 3Y | +57.7% | +52.5% | +5.2% | +27.8% |
| 5Y | +264.7% | +132.1% | +132.7% | +143.4% |
| All | +191.6% | +936.6% | -745.0% | +30.2% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 10y: compounded portfolio wealth divided by compounded APO 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…
10y analysis · Full analysis span regression · 6 months rolling