+257.2%
XOM vs FTAI
+890.7%
-633.5%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FTAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.3% | -2.9% | +0.3% |
| 7D | +4.1% | -5.2% | +9.3% | +4.3% |
| 30D | +4.6% | -17.9% | +22.5% | +5.3% |
| 3M | +14.0% | -22.7% | +36.7% | +14.8% |
| 6M | +11.0% | -28.0% | +39.0% | +11.7% |
| YTD | +40.7% | -5.0% | +45.7% | +38.1% |
| 1Y | +52.3% | +10.4% | +41.9% | +47.1% |
| 3Y | +60.5% | +425.2% | -364.8% | +20.7% |
| All | +257.2% | +890.7% | -633.5% | +123.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FTAI.
Daily Out/Under-Performance
Portfolio return minus FTAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTAI 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 FTAI 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