+745.6%
XOM vs ASX
+3,397.4%
-2,651.9%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -4.0% | +5.9% | +2.4% |
| 7D | +2.7% | +22.1% | -19.4% | -0.5% |
| 30D | -2.5% | -23.8% | +21.3% | +0.6% |
| 3M | +7.0% | -7.6% | +14.6% | +6.7% |
| 6M | +14.2% | +6.9% | +7.3% | +9.4% |
| YTD | +43.9% | +127.7% | -83.8% | +20.6% |
| 1Y | +47.9% | +144.5% | -96.6% | +22.4% |
| 3Y | +80.6% | +377.8% | -297.2% | +29.7% |
| 5Y | +212.8% | +498.2% | -285.4% | +111.2% |
| 10Y | +202.6% | +962.7% | -760.1% | +78.0% |
| All | +745.6% | +3,397.4% | -2,651.9% | +247.0% |
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