+14.0%
XOM vs ASX
+2.6%
+11.5%
-16.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.0% | +2.5% | +0.3% |
| 7D | +2.8% | +12.4% | -9.5% | +3.7% |
| 30D | -3.6% | -19.8% | +16.2% | -5.4% |
| 3M | +8.2% | -10.3% | +18.6% | +8.0% |
| 6M | +14.0% | +1.2% | +12.8% | +16.2% |
| All | +14.0% | +2.6% | +11.5% | +16.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling