+468.3%
WELL vs XOP
+49.8%
+418.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.6% | -2.8% | -0.8% |
| 7D | +0.1% | +0.5% | -0.4% | -0.1% |
| 30D | +7.8% | -7.3% | +15.1% | +9.6% |
| 3M | +10.2% | +1.4% | +8.8% | +9.4% |
| 6M | +16.4% | +7.8% | +8.6% | +13.2% |
| YTD | +35.2% | +44.5% | -9.4% | +20.6% |
| 1Y | +30.5% | +37.0% | -6.6% | +17.9% |
| 3Y | +206.1% | +40.8% | +165.3% | +167.9% |
| 5Y | +228.3% | +88.7% | +139.6% | +151.9% |
| 10Y | +468.3% | +49.9% | +418.5% | +204.7% |
| All | +468.3% | +49.8% | +418.6% | +204.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling