+955.2%
WMB vs XOP
+82.9%
+872.3%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +1.0% | +0.7% |
| 7D | +0.6% | +2.6% | -2.0% | -1.1% |
| 30D | +3.3% | +15.4% | -12.2% | -6.3% |
| 3M | +3.1% | +12.1% | -8.9% | -5.2% |
| 6M | -0.7% | +19.7% | -20.4% | -13.6% |
| YTD | +25.2% | +52.4% | -27.2% | -7.8% |
| 1Y | +32.9% | +47.6% | -14.7% | -0.8% |
| 3Y | +140.6% | +34.4% | +106.2% | +83.6% |
| 5Y | +273.5% | +154.4% | +119.1% | +68.2% |
| 10Y | +334.2% | +54.7% | +279.5% | +119.3% |
| All | +955.2% | +82.9% | +872.3% | +268.2% |
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