+567.0%
WDC vs XOP
+94.3%
+472.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.9% | -5.9% | -5.4% |
| 7D | +12.1% | +6.3% | +5.7% | +9.5% |
| 30D | -18.8% | -6.6% | -12.2% | -16.7% |
| 3M | -39.3% | +3.6% | -42.9% | -40.3% |
| 6M | -40.1% | +10.8% | -50.9% | -43.0% |
| YTD | +71.8% | +48.3% | +23.5% | +40.8% |
| 1Y | +88.5% | +42.9% | +45.5% | +56.7% |
| 3Y | +770.0% | +43.3% | +726.7% | +610.8% |
| All | +567.0% | +94.3% | +472.7% | +386.7% |
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