+142.7%
WFC vs XOP
+58.4%
+84.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.5% | -0.3% |
| 7D | +0.3% | +1.6% | -1.3% | -0.4% |
| 30D | +2.3% | +9.6% | -7.3% | -1.5% |
| 3M | +9.8% | +16.9% | -7.2% | +2.4% |
| 6M | +15.6% | +24.0% | -8.5% | +4.1% |
| YTD | -2.4% | +56.2% | -58.6% | -20.6% |
| 1Y | +13.8% | +51.8% | -38.0% | -6.7% |
| 3Y | +134.6% | +37.0% | +97.7% | +97.8% |
| 5Y | +127.9% | +163.4% | -35.5% | +37.2% |
| All | +142.7% | +58.4% | +84.3% | +32.3% |
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