+240.4%
XOM vs APO
+1,753.5%
-1,513.1%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -1.5% |
| 7D | +1.8% | -1.0% | +2.8% | +2.0% |
| 30D | +5.9% | +3.5% | +2.4% | +4.7% |
| 3M | +5.6% | +4.5% | +1.0% | +3.7% |
| 6M | +7.9% | +22.8% | -14.9% | +0.8% |
| YTD | +35.2% | -6.5% | +41.7% | +35.2% |
| 1Y | +46.0% | +0.8% | +45.2% | +42.3% |
| 3Y | +55.0% | +62.0% | -6.9% | +26.8% |
| 5Y | +246.3% | +138.2% | +108.1% | +143.1% |
| 10Y | +181.0% | +940.3% | -759.3% | +31.0% |
| All | +240.4% | +1,753.5% | -1,513.1% | +33.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling