+1,359.8%
WDC vs XOP
+36.7%
+1,323.1%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.7% | +0.5% | +1.6% |
| 7D | +6.0% | +0.6% | +5.4% | +5.8% |
| 30D | +9.9% | +16.5% | -6.6% | +4.7% |
| 3M | -9.4% | +15.7% | -25.1% | -13.6% |
| 6M | +94.7% | +19.2% | +75.5% | +80.2% |
| YTD | +177.4% | +55.0% | +122.4% | +125.0% |
| 1Y | +412.6% | +54.2% | +358.4% | +313.6% |
| 3Y | +1,359.8% | +35.9% | +1,323.9% | +1,078.9% |
| All | +1,359.8% | +36.7% | +1,323.1% | +1,078.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling