+144.1%
WMB vs XOP
+35.1%
+109.0%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +1.0% | +0.4% |
| 7D | +0.6% | +2.6% | -2.0% | -0.4% |
| 30D | +3.3% | +15.4% | -12.2% | -2.2% |
| 3M | +3.1% | +12.1% | -8.9% | -1.5% |
| 6M | -0.7% | +19.7% | -20.4% | -8.0% |
| YTD | +25.2% | +52.4% | -27.2% | +4.7% |
| 1Y | +32.9% | +47.6% | -14.7% | +12.2% |
| All | +144.1% | +35.1% | +109.0% | +112.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling