+58.8%
XOM vs ARWR
+173.2%
-114.4%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.9% | +5.1% | +2.3% |
| 7D | 0.0% | -3.2% | +3.3% | +0.1% |
| 30D | +3.4% | -6.5% | +9.9% | +3.5% |
| 3M | +11.0% | +12.7% | -1.7% | +10.7% |
| 6M | +10.6% | +36.2% | -25.6% | +9.6% |
| YTD | +39.2% | +24.5% | +14.7% | +38.2% |
| 1Y | +52.7% | +198.0% | -145.3% | +45.5% |
| All | +58.8% | +173.2% | -114.4% | +45.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling