+867.0%
WMB vs XOP
+69.0%
+798.0%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.7% | +1.0% |
| 7D | -6.9% | -8.4% | +1.4% | -1.3% |
| 30D | -7.2% | -8.4% | +1.2% | -1.6% |
| 3M | -5.4% | +0.2% | -5.6% | -5.8% |
| 6M | -4.9% | +7.2% | -12.1% | -10.2% |
| YTD | +14.7% | +40.8% | -26.1% | -11.2% |
| 1Y | +14.7% | +36.3% | -21.6% | -9.4% |
| 3Y | +116.4% | +37.2% | +79.2% | +62.6% |
| 5Y | +198.5% | +86.6% | +111.9% | +67.9% |
| 10Y | +266.3% | +44.0% | +222.2% | +94.3% |
| All | +867.0% | +69.0% | +798.0% | +254.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling