+52.6%
XOM vs W
+21.5%
+31.1%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +11.0% | -15.6% | -3.1% |
| 7D | -7.0% | +8.4% | -15.4% | -5.8% |
| 30D | +3.2% | +16.5% | -13.3% | +5.6% |
| 3M | +10.7% | +6.4% | +4.2% | +12.4% |
| 6M | +11.6% | +90.5% | -78.9% | +24.4% |
| YTD | +43.5% | +23.1% | +20.4% | +57.5% |
| 1Y | +52.6% | +24.3% | +28.3% | +67.6% |
| All | +52.6% | +21.5% | +31.1% | +67.6% |
Cumulative growth
Daily Returns
Daily percentage return beside W.
Daily Out/Under-Performance
Portfolio return minus W return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × W 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 W 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