+285.3%
WMB vs XPO
+271.9%
+13.4%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.6% | +3.8% | +2.4% |
| 7D | +0.8% | +2.7% | -1.9% | +0.5% |
| 30D | +7.7% | -6.2% | +13.9% | +8.3% |
| 3M | +6.7% | -15.4% | +22.1% | +8.3% |
| 6M | +3.6% | +0.7% | +2.9% | +3.0% |
| YTD | +28.0% | +39.8% | -11.8% | +22.2% |
| 1Y | +37.6% | +43.3% | -5.7% | +30.6% |
| 3Y | +149.0% | +166.0% | -17.0% | +112.0% |
| 5Y | +285.3% | +274.2% | +11.1% | +196.4% |
| All | +285.3% | +271.9% | +13.4% | +196.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling