+53.4%
XOM vs ASX
+443.1%
-389.8%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +6.1% | -5.3% | +0.8% |
| 7D | -2.4% | +6.3% | -8.7% | -2.3% |
| 30D | +5.7% | +6.4% | -0.8% | +5.7% |
| 3M | +6.6% | +13.1% | -6.6% | +6.3% |
| 6M | +7.7% | +90.3% | -82.6% | +5.2% |
| YTD | +36.2% | +149.6% | -113.4% | +30.5% |
| 1Y | +50.5% | +249.2% | -198.7% | +40.3% |
| 3Y | +53.4% | +445.9% | -392.5% | +35.8% |
| All | +53.4% | +443.1% | -389.8% | +35.8% |
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