+1,927.0%
WMB vs XPO
+10,043.1%
-8,116.1%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +6.3% | -2.6% | +2.8% |
| 7D | -6.7% | -1.9% | -4.7% | -6.4% |
| 30D | -8.6% | +2.5% | -11.0% | -8.9% |
| 3M | -4.9% | -7.2% | +2.3% | -4.1% |
| 6M | -6.3% | -8.1% | +1.8% | -5.6% |
| YTD | +13.0% | +38.3% | -25.4% | +6.8% |
| 1Y | +14.9% | +33.6% | -18.6% | +9.0% |
| 3Y | +113.4% | +133.1% | -19.7% | +81.9% |
| 5Y | +190.2% | +308.9% | -118.8% | +121.1% |
| 10Y | +259.9% | +1,371.8% | -1,111.9% | +125.6% |
| All | +1,927.0% | +10,043.1% | -8,116.1% | +922.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling