+694.2%
XOM vs ASX
+3,515.0%
-2,820.8%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.2% | -1.9% | -1.7% |
| 7D | +1.8% | -0.7% | +2.5% | +1.9% |
| 30D | +5.9% | +2.0% | +3.9% | +5.3% |
| 3M | +5.6% | -1.3% | +6.9% | +4.2% |
| 6M | +7.9% | +71.4% | -63.6% | -3.6% |
| YTD | +35.2% | +135.3% | -100.2% | +14.2% |
| 1Y | +46.0% | +267.5% | -221.5% | +13.7% |
| 3Y | +55.0% | +388.5% | -333.5% | +12.3% |
| 5Y | +246.3% | +417.1% | -170.8% | +142.5% |
| 10Y | +181.0% | +872.7% | -691.8% | +69.6% |
| All | +694.2% | +3,515.0% | -2,820.8% | +228.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling