+356.5%
WELL vs XOP
+52.9%
+303.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.6% | -1.1% | -0.7% |
| 7D | -1.1% | +1.0% | -2.1% | -1.4% |
| 30D | +0.7% | +10.8% | -10.1% | -1.9% |
| 3M | +14.5% | +19.5% | -4.9% | +9.1% |
| 6M | +14.4% | +21.6% | -7.2% | +7.7% |
| YTD | +28.5% | +55.8% | -27.4% | +12.9% |
| 1Y | +41.8% | +54.6% | -12.9% | +24.5% |
| 3Y | +202.8% | +36.6% | +166.2% | +168.8% |
| 5Y | +208.8% | +160.6% | +48.2% | +114.7% |
| 10Y | +356.5% | +56.2% | +300.3% | +139.7% |
| All | +356.5% | +52.9% | +303.6% | +139.7% |
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