+211.0%
WELL vs XOP
+156.8%
+54.2%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.7% | -1.2% | +0.2% |
| 7D | -1.3% | +0.6% | -1.9% | -1.4% |
| 30D | +0.5% | +16.5% | -16.0% | -1.5% |
| 3M | +19.1% | +15.7% | +3.4% | +16.7% |
| 6M | +17.0% | +19.2% | -2.2% | +13.7% |
| YTD | +29.2% | +55.0% | -25.8% | +20.6% |
| 1Y | +42.1% | +54.2% | -12.0% | +32.6% |
| 3Y | +204.5% | +35.9% | +168.7% | +186.1% |
| 5Y | +211.0% | +162.4% | +48.6% | +164.9% |
| All | +211.0% | +156.8% | +54.2% | +164.9% |
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