+51.1%
XOM vs ASX
+253.2%
-202.0%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.3% | +3.9% | +0.3% |
| 7D | +1.9% | +6.5% | -4.6% | +2.5% |
| 30D | +4.1% | +3.1% | +0.9% | +4.5% |
| 3M | +10.4% | +17.4% | -7.0% | +12.7% |
| 6M | +13.0% | +85.4% | -72.4% | +20.7% |
| YTD | +40.1% | +150.1% | -110.0% | +50.3% |
| 1Y | +51.1% | +256.3% | -205.2% | +60.2% |
| All | +51.1% | +253.2% | -202.0% | +60.2% |
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