+957.1%
WDC vs XOP
+156.4%
+800.7%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.2% | -4.7% | -4.5% |
| 7D | +4.4% | +1.6% | +2.8% | +3.8% |
| 30D | +5.3% | +9.6% | -4.3% | +1.6% |
| 3M | -5.9% | +16.9% | -22.8% | -11.8% |
| 6M | +73.2% | +24.0% | +49.2% | +56.0% |
| YTD | +167.8% | +56.2% | +111.6% | +116.1% |
| 1Y | +386.0% | +51.8% | +334.2% | +295.1% |
| 3Y | +1,309.7% | +37.0% | +1,272.7% | +1,076.9% |
| 5Y | +957.1% | +163.4% | +793.7% | +572.9% |
| All | +957.1% | +156.4% | +800.7% | +572.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling