+52.6%
XOM vs ASX
+144.4%
-91.8%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -3.9% | -0.7% | -5.0% |
| 7D | -7.0% | -14.6% | +7.6% | -8.5% |
| 30D | +3.2% | -21.1% | +24.3% | +0.8% |
| 3M | +10.7% | -3.1% | +13.7% | +10.9% |
| 6M | +11.6% | +17.4% | -5.8% | +16.3% |
| YTD | +43.5% | +135.3% | -91.8% | +59.8% |
| 1Y | +52.6% | +146.5% | -93.9% | +70.9% |
| All | +52.6% | +144.4% | -91.8% | +70.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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