+75.5%
XOM vs ARWR
+85.8%
-10.3%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.7% | +0.6% | +1.4% |
| 7D | -1.5% | -19.9% | +18.4% | -1.3% |
| 30D | -3.2% | -18.7% | +15.6% | -2.9% |
| 3M | +5.0% | -44.7% | +49.7% | +5.8% |
| 6M | +12.9% | -36.5% | +49.4% | +13.3% |
| YTD | +41.3% | -25.7% | +67.0% | +41.2% |
| 1Y | +43.2% | +18.9% | +24.3% | +40.0% |
| All | +75.5% | +85.8% | -10.3% | +60.7% |
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