+261.8%
XOM vs ASX
+490.0%
-228.2%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +3.5% | -1.3% | +2.0% |
| 7D | 0.0% | +11.1% | -11.1% | -0.5% |
| 30D | +3.4% | +9.6% | -6.2% | +2.9% |
| 3M | +11.0% | +18.6% | -7.6% | +9.2% |
| 6M | +10.6% | +92.1% | -81.5% | +3.5% |
| YTD | +39.2% | +158.5% | -119.3% | +25.6% |
| 1Y | +52.7% | +271.9% | -219.2% | +31.4% |
| 3Y | +56.8% | +465.2% | -408.5% | +23.7% |
| 5Y | +261.8% | +479.4% | -217.6% | +170.2% |
| All | +261.8% | +490.0% | -228.2% | +170.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling