+113.2%
WDC vs XOP
+45.9%
+67.3%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -6.4% | -0.4% | -7.8% |
| 7D | -18.3% | -10.5% | -7.8% | -20.0% |
| 30D | -26.7% | -4.3% | -22.3% | -26.9% |
| 3M | -40.9% | +4.7% | -45.6% | -39.9% |
| 6M | -26.8% | -0.1% | -26.7% | -25.6% |
| YTD | +88.2% | +43.8% | +44.3% | +94.5% |
| 1Y | +113.2% | +45.3% | +67.9% | +118.2% |
| All | +113.2% | +45.9% | +67.3% | +118.2% |
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 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