+818.6%
WMB vs XOP
+67.4%
+751.2%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.1% |
| 7D | -13.8% | -14.7% | +0.9% | -4.1% |
| 30D | -10.3% | -7.7% | -2.6% | -5.5% |
| 3M | -10.1% | +4.4% | -14.5% | -13.0% |
| 6M | -11.8% | +3.5% | -15.4% | -14.9% |
| YTD | +8.9% | +39.4% | -30.5% | -15.1% |
| 1Y | +14.0% | +39.8% | -25.8% | -11.5% |
| 3Y | +100.5% | +29.7% | +70.9% | +56.6% |
| 5Y | +179.5% | +78.6% | +100.9% | +61.9% |
| 10Y | +272.7% | +51.8% | +220.9% | +88.9% |
| All | +818.6% | +67.4% | +751.2% | +239.2% |
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 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