+326.3%
WBD vs XOP
+82.9%
+243.4%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.4% | -0.1% |
| 7D | -1.8% | +2.6% | -4.4% | -2.8% |
| 30D | +8.8% | +15.4% | -6.7% | +2.5% |
| 3M | +4.6% | +12.1% | -7.4% | -0.6% |
| 6M | +1.1% | +19.7% | -18.6% | -7.3% |
| YTD | -2.0% | +52.4% | -54.4% | -18.9% |
| 1Y | +140.0% | +47.6% | +92.5% | +100.2% |
| 3Y | +144.4% | +34.4% | +110.0% | +112.0% |
| 5Y | -0.2% | +154.4% | -154.6% | -35.1% |
| 10Y | +9.1% | +54.7% | -45.6% | -26.0% |
| All | +326.3% | +82.9% | +243.4% | +120.8% |
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