+1,717.9%
WELL vs XOP
+67.7%
+1,650.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.7% | +0.9% |
| 7D | +3.5% | -10.0% | +13.5% | +6.5% |
| 30D | +9.7% | -9.1% | +18.8% | +12.4% |
| 3M | +4.8% | +5.1% | -0.3% | +2.8% |
| 6M | +16.1% | +6.4% | +9.7% | +13.0% |
| YTD | +34.7% | +39.7% | -5.0% | +20.1% |
| 1Y | +31.9% | +37.2% | -5.3% | +18.1% |
| 3Y | +209.9% | +37.6% | +172.2% | +170.0% |
| 5Y | +226.5% | +76.5% | +150.0% | +152.4% |
| 10Y | +455.3% | +42.6% | +412.6% | +285.5% |
| All | +1,717.9% | +67.7% | +1,650.2% | +877.7% |
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 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