+283.3%
WMB vs XOP
+52.4%
+230.8%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.6% | -0.9% | -0.1% |
| 7D | +8.1% | +5.2% | +2.9% | +5.4% |
| 30D | -6.9% | -8.4% | +1.5% | -2.7% |
| 3M | -5.1% | +2.9% | -8.0% | -6.6% |
| 6M | -5.7% | +8.8% | -14.6% | -10.2% |
| YTD | +18.1% | +46.9% | -28.8% | -4.1% |
| 1Y | +18.4% | +41.5% | -23.1% | -2.1% |
| 3Y | +122.7% | +43.1% | +79.6% | +78.1% |
| 5Y | +202.0% | +92.2% | +109.9% | +99.2% |
| All | +283.3% | +52.4% | +230.8% | +124.2% |
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 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