+113.2%
WDC vs XOM
+53.6%
+59.6%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -4.6% | -2.2% | -8.9% |
| 7D | -18.3% | -7.0% | -11.3% | -21.1% |
| 30D | -26.7% | +3.2% | -29.9% | -24.9% |
| 3M | -40.9% | +10.7% | -51.6% | -37.1% |
| 6M | -26.8% | +11.6% | -38.4% | -20.4% |
| YTD | +88.2% | +43.5% | +44.7% | +128.1% |
| 1Y | +113.2% | +52.6% | +60.6% | +173.7% |
| All | +113.2% | +53.6% | +59.6% | +173.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XOM.
Daily Out/Under-Performance
Portfolio return minus XOM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XOM 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 XOM 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