+4,565.7%
XOM vs WEC
+4,464.3%
+101.3%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.4% | +0.1% |
| 7D | +2.8% | +2.3% | +0.5% | +1.9% |
| 30D | -3.6% | +11.1% | -14.7% | -7.6% |
| 3M | +8.2% | +8.4% | -0.2% | +4.7% |
| 6M | +14.0% | +7.5% | +6.5% | +10.4% |
| YTD | +44.6% | +15.3% | +29.3% | +36.0% |
| 1Y | +47.8% | +9.7% | +38.0% | +41.6% |
| 3Y | +79.6% | +64.7% | +14.9% | +45.1% |
| 5Y | +214.3% | +57.3% | +157.0% | +154.3% |
| 10Y | +204.0% | +195.9% | +8.1% | +77.5% |
| All | +4,565.7% | +4,464.3% | +101.3% | +1,010.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling