+191.6%
XOM vs ARWR
+1,080.6%
-889.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.5% | +0.6% |
| 7D | +1.9% | -4.3% | +6.2% | +2.1% |
| 30D | +4.1% | -7.3% | +11.3% | +4.5% |
| 3M | +10.4% | +17.0% | -6.6% | +9.2% |
| 6M | +13.0% | +39.8% | -26.8% | +10.2% |
| YTD | +40.1% | +24.7% | +15.4% | +37.3% |
| 1Y | +51.1% | +186.5% | -135.3% | +39.7% |
| 3Y | +57.7% | +176.8% | -119.1% | +41.6% |
| 5Y | +264.7% | +29.3% | +235.4% | +235.8% |
| All | +191.6% | +1,080.6% | -889.0% | +139.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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