-13.5%
WDAY vs XOP
+45.9%
-59.4%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -6.4% | +8.4% | +2.2% |
| 7D | -1.2% | -10.5% | +9.3% | -0.7% |
| 30D | +6.8% | -4.3% | +11.2% | +6.8% |
| 3M | +17.8% | +4.7% | +13.2% | +16.8% |
| 6M | +57.8% | -0.1% | +57.9% | +56.8% |
| YTD | -6.0% | +43.8% | -49.9% | -5.3% |
| 1Y | -13.5% | +45.3% | -58.8% | -13.9% |
| All | -13.5% | +45.9% | -59.4% | -13.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling