+302.1%
WDAY vs XOP
+8.2%
+293.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.8% | -4.5% | -5.2% |
| 7D | -4.4% | +2.6% | -6.9% | -5.0% |
| 30D | +14.7% | +15.4% | -0.7% | +10.7% |
| 3M | +32.4% | +12.1% | +20.3% | +28.2% |
| 6M | +36.9% | +19.7% | +17.2% | +30.2% |
| YTD | -8.8% | +52.4% | -61.2% | -18.6% |
| 1Y | -15.3% | +47.6% | -62.8% | -24.0% |
| 3Y | -21.2% | +34.4% | -55.6% | -28.7% |
| 5Y | -29.5% | +154.4% | -183.9% | -47.3% |
| 10Y | +120.0% | +54.7% | +65.4% | +67.0% |
| All | +302.1% | +8.2% | +293.9% | +249.2% |
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