+58.8%
XOM vs APO
+54.4%
+4.3%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.6% | +2.9% | +2.3% |
| 7D | 0.0% | -1.0% | +1.0% | +0.1% |
| 30D | +3.4% | -0.4% | +3.8% | +3.4% |
| 3M | +11.0% | -0.9% | +11.9% | +10.9% |
| 6M | +10.6% | +22.1% | -11.5% | +7.5% |
| YTD | +39.2% | -8.4% | +47.6% | +40.7% |
| 1Y | +52.7% | -0.9% | +53.7% | +52.1% |
| All | +58.8% | +54.4% | +4.3% | +52.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling