+264.7%
XOM vs WEC
+30.3%
+234.4%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.8% | +1.4% | +0.8% |
| 7D | +1.9% | -1.3% | +3.1% | +2.1% |
| 30D | +4.1% | -0.4% | +4.5% | +4.1% |
| 3M | +10.4% | -6.8% | +17.2% | +12.1% |
| 6M | +13.0% | -6.4% | +19.4% | +14.5% |
| YTD | +40.1% | +2.5% | +37.6% | +38.9% |
| 1Y | +51.1% | -0.4% | +51.5% | +50.8% |
| 3Y | +57.7% | +38.5% | +19.2% | +45.3% |
| 5Y | +264.7% | +31.7% | +233.0% | +227.3% |
| All | +264.7% | +30.3% | +234.4% | +227.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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