+844.1%
XOM vs WCC
+1,713.7%
-869.6%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +3.9% | -5.6% | -2.4% |
| 7D | +1.8% | +4.5% | -2.7% | +0.8% |
| 30D | +5.9% | -5.8% | +11.6% | +6.9% |
| 3M | +5.6% | -3.7% | +9.2% | +5.4% |
| 6M | +7.9% | +23.1% | -15.2% | +1.6% |
| YTD | +35.2% | +44.2% | -9.0% | +22.9% |
| 1Y | +46.0% | +62.1% | -16.1% | +28.9% |
| 3Y | +55.0% | +121.1% | -66.1% | +22.9% |
| 5Y | +246.3% | +214.0% | +32.4% | +146.1% |
| 10Y | +181.0% | +472.8% | -291.8% | +63.9% |
| All | +844.1% | +1,713.7% | -869.6% | +299.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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