+313.2%
WMB vs XOP
+52.9%
+260.3%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.6% | -1.5% | -1.2% |
| 7D | 0.0% | +1.0% | -1.0% | -0.5% |
| 30D | +4.6% | +10.8% | -6.3% | -0.6% |
| 3M | +5.7% | +19.5% | -13.7% | -3.6% |
| 6M | +4.2% | +21.6% | -17.4% | -6.5% |
| YTD | +26.8% | +55.8% | -29.0% | +0.2% |
| 1Y | +34.7% | +54.6% | -20.0% | +6.2% |
| 3Y | +146.8% | +36.6% | +110.2% | +102.2% |
| 5Y | +285.0% | +160.6% | +124.4% | +116.3% |
| 10Y | +313.2% | +56.2% | +256.9% | +137.9% |
| All | +313.2% | +52.9% | +260.3% | +137.9% |
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 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