+46.0%
XOM vs APTV
-39.9%
+85.9%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +3.1% | -4.7% | -1.5% |
| 7D | +1.8% | +4.8% | -3.0% | +2.1% |
| 30D | +5.9% | +2.0% | +3.9% | +6.0% |
| 3M | +5.6% | -34.2% | +39.8% | +3.6% |
| 6M | +7.9% | -34.7% | +42.5% | +10.0% |
| YTD | +35.2% | -37.0% | +72.2% | +37.6% |
| 1Y | +46.0% | -40.4% | +86.4% | +49.5% |
| All | +46.0% | -39.9% | +85.9% | +49.5% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 1y: compounded portfolio wealth divided by compounded APTV 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…
1y analysis · Full analysis span regression · 6 months rolling