+143.5%
WMB vs XPO
+163.6%
-20.1%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.5% | -4.4% | -0.2% |
| 7D | +0.6% | +2.4% | -1.8% | +0.4% |
| 30D | +3.3% | -3.5% | +6.8% | +3.5% |
| 3M | +3.1% | -11.9% | +15.1% | +3.9% |
| 6M | -0.7% | -10.0% | +9.3% | -0.3% |
| YTD | +25.2% | +42.1% | -16.9% | +20.8% |
| 1Y | +32.9% | +47.6% | -14.7% | +27.4% |
| All | +143.5% | +163.6% | -20.1% | +113.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling