+4,261.5%
XOM vs WEC
+3,978.4%
+283.1%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.7% | -1.0% | -1.4% |
| 7D | +1.8% | -0.3% | +2.0% | +1.9% |
| 30D | +5.9% | -1.3% | +7.1% | +6.3% |
| 3M | +5.6% | -3.9% | +9.5% | +7.0% |
| 6M | +7.9% | -8.3% | +16.2% | +11.1% |
| YTD | +35.2% | +3.1% | +32.1% | +33.0% |
| 1Y | +46.0% | +1.9% | +44.1% | +44.1% |
| 3Y | +55.0% | +41.9% | +13.1% | +32.8% |
| 5Y | +246.3% | +30.8% | +215.5% | +201.2% |
| 10Y | +181.0% | +141.9% | +39.1% | +78.2% |
| All | +4,261.5% | +3,978.4% | +283.1% | +986.3% |
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 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