+211.6%
XOM vs APO
+81.1%
+130.5%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.7% | -1.3% | +0.2% |
| 7D | +2.8% | +5.8% | -2.9% | +2.0% |
| 30D | -3.6% | +8.9% | -12.5% | -5.0% |
| 3M | +8.2% | -13.6% | +21.9% | +10.5% |
| 6M | +14.0% | -5.4% | +19.4% | +14.3% |
| YTD | +44.6% | -13.6% | +58.2% | +46.9% |
| 1Y | +47.8% | -2.5% | +50.3% | +46.3% |
| 3Y | +79.6% | +50.9% | +28.7% | +55.0% |
| All | +211.6% | +81.1% | +130.5% | +143.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling