+367.1%
WBD vs XOP
+80.5%
+286.6%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +96.7% | -85.8% | -20.2% |
| 7D | +10.9% | +96.7% | -85.8% | -20.2% |
| 30D | +10.9% | +96.7% | -85.8% | -20.2% |
| 3M | +10.9% | +96.7% | -85.8% | -20.2% |
| 6M | +10.9% | +96.7% | -85.8% | -20.2% |
| YTD | +10.9% | +96.7% | -85.8% | -20.2% |
| 1Y | +10.9% | +96.7% | -85.8% | -20.2% |
| 3Y | +10.9% | +96.7% | -85.8% | -20.2% |
| 5Y | +18.4% | +106.4% | -88.1% | -16.5% |
| 10Y | +11.8% | +45.9% | -34.2% | -22.3% |
| All | +367.1% | +80.5% | +286.6% | +142.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XOP.
Daily Out/Under-Performance
Portfolio return minus XOP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XOP 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 XOP 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