+87.7%
WDC vs XOP
+40.4%
+47.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.6% | -2.3% | -0.5% |
| 7D | +16.3% | +5.2% | +11.1% | +16.8% |
| 30D | -18.3% | -8.4% | -9.9% | -19.8% |
| 3M | -31.4% | +2.9% | -34.4% | -30.7% |
| 6M | -36.3% | +8.8% | -45.1% | -33.9% |
| YTD | +80.8% | +46.9% | +33.9% | +87.9% |
| 1Y | +87.7% | +41.5% | +46.2% | +99.4% |
| All | +87.7% | +40.4% | +47.3% | +99.4% |
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