+5.3%
WMT vs XOP
+53.5%
-48.2%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.1% | +1.2% | +1.3% |
| 7D | 0.0% | +2.6% | -2.6% | 0.0% |
| 30D | -7.4% | +9.6% | -17.0% | -7.4% |
| 3M | -10.9% | +20.4% | -31.2% | -10.9% |
| 6M | -12.7% | +19.9% | -32.6% | -12.8% |
| YTD | -3.2% | +56.4% | -59.6% | -4.0% |
| 1Y | +5.3% | +52.4% | -47.2% | +4.2% |
| All | +5.3% | +53.5% | -48.2% | +4.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XOP.
Daily Out/Under-Performance
Portfolio return minus XOP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XOP 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 1y: compounded portfolio wealth divided by compounded XOP 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…
1y analysis · Full analysis span regression · 6 months rolling