+261.8%
XOM vs W
-62.3%
+324.1%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.2% | +2.1% | +2.2% |
| 7D | 0.0% | +5.9% | -5.9% | -0.1% |
| 30D | +3.4% | -3.0% | +6.5% | +3.5% |
| 3M | +11.0% | +40.3% | -29.3% | +9.8% |
| 6M | +10.6% | +32.2% | -21.6% | +9.4% |
| YTD | +39.2% | -0.3% | +39.5% | +38.9% |
| 1Y | +52.7% | +16.2% | +36.6% | +51.0% |
| 3Y | +56.8% | +40.7% | +16.1% | +49.7% |
| 5Y | +261.8% | -62.3% | +324.1% | +250.9% |
| All | +261.8% | -62.3% | +324.1% | +250.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling