+52.6%
XOM vs WAT
+32.9%
+19.7%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +1.7% | -6.3% | -4.4% |
| 7D | -7.0% | -1.9% | -5.1% | -7.2% |
| 30D | +3.2% | +6.2% | -3.0% | +4.2% |
| 3M | +10.7% | +18.1% | -7.4% | +13.3% |
| 6M | +11.6% | +54.9% | -43.3% | +18.2% |
| YTD | +43.5% | +23.1% | +20.4% | +50.3% |
| 1Y | +52.6% | +27.3% | +25.3% | +61.2% |
| All | +52.6% | +32.9% | +19.7% | +61.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 WAT 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