+204.0%
XOM vs AR
+57.2%
+146.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.3% | +0.5% | +1.6% |
| 7D | +2.7% | +6.4% | -3.7% | +1.3% |
| 30D | -2.5% | +3.1% | -5.6% | -3.2% |
| 3M | +7.0% | +3.3% | +3.7% | +6.1% |
| 6M | +14.2% | +6.6% | +7.7% | +12.4% |
| YTD | +43.9% | +12.3% | +31.6% | +39.6% |
| 1Y | +47.9% | +12.3% | +35.6% | +43.3% |
| 3Y | +80.6% | +50.4% | +30.1% | +59.6% |
| 5Y | +212.8% | +101.0% | +111.8% | +154.0% |
| All | +204.0% | +57.2% | +146.7% | +116.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 10y: compounded portfolio wealth divided by compounded AR 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…
10y analysis · Full analysis span regression · 6 months rolling