+46.0%
XOM vs BAM
-8.8%
+54.8%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.6% | -2.3% | -1.6% |
| 7D | +1.8% | -2.0% | +3.7% | +1.5% |
| 30D | +5.9% | -2.9% | +8.8% | +5.4% |
| 3M | +5.6% | +9.4% | -3.8% | +7.3% |
| 6M | +7.9% | +10.8% | -2.9% | +9.9% |
| YTD | +35.2% | -0.4% | +35.6% | +38.0% |
| 1Y | +46.0% | -10.9% | +56.9% | +50.4% |
| All | +46.0% | -8.8% | +54.8% | +50.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 1y: compounded portfolio wealth divided by compounded BAM 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…
1y analysis · Full analysis span regression · 6 months rolling