+79.6%
XOM vs APO
+53.0%
+26.6%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.7% | -1.3% | +0.4% |
| 7D | +2.8% | +5.8% | -2.9% | +2.4% |
| 30D | -3.6% | +8.9% | -12.5% | -4.3% |
| 3M | +8.2% | -13.6% | +21.9% | +9.7% |
| 6M | +14.0% | -5.4% | +19.4% | +14.3% |
| YTD | +44.6% | -13.6% | +58.2% | +47.1% |
| 1Y | +47.8% | -2.5% | +50.3% | +47.2% |
| 3Y | +79.6% | +50.9% | +28.7% | +71.3% |
| All | +79.6% | +53.0% | +26.6% | +71.3% |
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