+75.5%
XOM vs ASX
+396.7%
-321.2%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +6.6% | -5.2% | +1.4% |
| 7D | -1.5% | +0.8% | -2.3% | -1.5% |
| 30D | -3.2% | -20.4% | +17.3% | -3.5% |
| 3M | +5.0% | -2.1% | +7.1% | +4.9% |
| 6M | +12.9% | +8.2% | +4.6% | +12.6% |
| YTD | +41.3% | +137.3% | -96.0% | +35.1% |
| 1Y | +43.2% | +155.0% | -111.8% | +36.2% |
| All | +75.5% | +396.7% | -321.2% | +51.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling