+191.6%
XOM vs ASX
+974.7%
-783.1%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.3% | +3.9% | +1.1% |
| 7D | +1.9% | +6.5% | -4.6% | +0.9% |
| 30D | +4.1% | +3.1% | +0.9% | +3.4% |
| 3M | +10.4% | +17.4% | -7.0% | +5.9% |
| 6M | +13.0% | +85.4% | -72.4% | -1.7% |
| YTD | +40.1% | +150.1% | -110.0% | +14.1% |
| 1Y | +51.1% | +256.3% | -205.2% | +13.8% |
| 3Y | +57.7% | +446.9% | -389.1% | +3.8% |
| 5Y | +264.7% | +447.1% | -182.4% | +132.1% |
| All | +191.6% | +974.7% | -783.1% | +39.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling