+2,002.3%
WMB vs XPO
+10,095.4%
-8,093.1%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.4% | +1.7% | +2.1% |
| 7D | +1.6% | +0.5% | +1.1% | +1.5% |
| 30D | -7.1% | +4.7% | -11.8% | -7.7% |
| 3M | -4.0% | -7.1% | +3.1% | -3.1% |
| 6M | -5.7% | -6.3% | +0.5% | -5.3% |
| YTD | +17.2% | +39.1% | -21.9% | +10.7% |
| 1Y | +17.2% | +36.7% | -19.5% | +10.8% |
| 3Y | +121.1% | +127.4% | -6.4% | +89.1% |
| 5Y | +197.2% | +315.0% | -117.8% | +126.0% |
| 10Y | +280.9% | +1,263.5% | -982.5% | +140.9% |
| All | +2,002.3% | +10,095.4% | -8,093.1% | +959.6% |
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