+285.3%
WMB vs XOP
+156.8%
+128.5%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.7% | +0.6% | +1.5% |
| 7D | +0.8% | +0.6% | +0.2% | +0.5% |
| 30D | +7.7% | +16.5% | -8.8% | +0.7% |
| 3M | +6.7% | +15.7% | -9.0% | -0.3% |
| 6M | +3.6% | +19.2% | -15.6% | -5.0% |
| YTD | +28.0% | +55.0% | -27.0% | +3.8% |
| 1Y | +37.6% | +54.2% | -16.6% | +11.4% |
| 3Y | +149.0% | +35.9% | +113.2% | +109.7% |
| 5Y | +285.3% | +162.4% | +122.9% | +134.3% |
| All | +285.3% | +156.8% | +128.5% | +134.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling