+52.3%
XOM vs APTV
-44.8%
+97.1%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +0.4% |
| 7D | +4.1% | -5.0% | +9.1% | +3.8% |
| 30D | +4.6% | -6.1% | +10.6% | +4.3% |
| 3M | +14.0% | -33.0% | +46.9% | +11.8% |
| 6M | +11.0% | -35.2% | +46.2% | +12.7% |
| YTD | +40.7% | -40.1% | +80.9% | +43.0% |
| 1Y | +52.3% | -45.6% | +97.9% | +55.3% |
| All | +52.3% | -44.8% | +97.1% | +55.3% |
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