+52.3%
XOM vs ARWR
+188.7%
-136.4%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.4% | +0.5% |
| 7D | +4.1% | -4.0% | +8.1% | +3.8% |
| 30D | +4.6% | -5.0% | +9.6% | +4.3% |
| 3M | +14.0% | +11.3% | +2.6% | +15.0% |
| 6M | +11.0% | +42.6% | -31.6% | +13.8% |
| YTD | +40.7% | +24.8% | +15.9% | +43.9% |
| 1Y | +52.3% | +178.8% | -126.5% | +56.9% |
| All | +52.3% | +188.7% | -136.4% | +56.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling