+204.5%
WELL vs XOP
+36.7%
+167.9%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.7% | -1.2% | +0.4% |
| 7D | -1.3% | +0.6% | -1.9% | -1.3% |
| 30D | +0.5% | +16.5% | -16.0% | -0.2% |
| 3M | +19.1% | +15.7% | +3.4% | +18.2% |
| 6M | +17.0% | +19.2% | -2.2% | +15.6% |
| YTD | +29.2% | +55.0% | -25.8% | +24.8% |
| 1Y | +42.1% | +54.2% | -12.0% | +37.3% |
| 3Y | +204.5% | +35.9% | +168.7% | +183.7% |
| All | +204.5% | +36.7% | +167.9% | +183.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling