+1,635.7%
WELL vs XOP
+82.9%
+1,552.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.8% | -1.2% | -1.8% |
| 7D | -0.8% | +2.6% | -3.4% | -1.5% |
| 30D | -0.1% | +15.4% | -15.5% | -4.2% |
| 3M | +18.0% | +12.1% | +6.0% | +13.8% |
| 6M | +15.0% | +19.7% | -4.7% | +8.1% |
| YTD | +28.6% | +52.4% | -23.8% | +12.3% |
| 1Y | +42.9% | +47.6% | -4.6% | +25.6% |
| 3Y | +203.0% | +34.4% | +168.7% | +166.9% |
| 5Y | +206.9% | +154.4% | +52.5% | +111.6% |
| 10Y | +339.5% | +54.7% | +284.8% | +198.5% |
| All | +1,635.7% | +82.9% | +1,552.8% | +814.2% |
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