+313.2%
WMB vs XPO
+1,410.5%
-1,097.3%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.1% | +2.2% | -0.3% |
| 7D | 0.0% | -0.9% | +0.9% | +0.1% |
| 30D | +4.6% | -8.1% | +12.7% | +6.2% |
| 3M | +5.7% | -19.0% | +24.8% | +9.8% |
| 6M | +4.2% | -5.2% | +9.4% | +4.3% |
| YTD | +26.8% | +35.6% | -8.7% | +17.1% |
| 1Y | +34.7% | +41.1% | -6.4% | +22.6% |
| 3Y | +146.8% | +157.9% | -11.1% | +85.8% |
| 5Y | +285.0% | +265.6% | +19.4% | +152.6% |
| 10Y | +313.2% | +1,516.8% | -1,203.6% | +79.1% |
| All | +313.2% | +1,410.5% | -1,097.3% | +79.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO 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 10y: compounded portfolio wealth divided by compounded XPO 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…
10y analysis · Full analysis span regression · 6 months rolling