+4,206.6%
WDC vs XOP
+82.9%
+4,123.7%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.8% | +6.7% | +6.3% |
| 7D | +1.7% | +2.6% | -0.8% | +0.4% |
| 30D | -10.0% | +15.4% | -25.4% | -16.2% |
| 3M | -18.8% | +12.1% | -30.8% | -23.6% |
| 6M | +79.0% | +19.7% | +59.3% | +60.2% |
| YTD | +171.6% | +52.4% | +119.2% | +114.3% |
| 1Y | +417.4% | +47.6% | +369.8% | +312.4% |
| 3Y | +1,251.8% | +34.4% | +1,217.4% | +1,011.9% |
| 5Y | +911.7% | +154.4% | +757.3% | +475.8% |
| 10Y | +1,399.6% | +54.7% | +1,345.0% | +831.6% |
| All | +4,206.6% | +82.9% | +4,123.7% | +1,743.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling