+205.4%
XOM vs WING
+620.3%
-414.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | +2.8% | -2.5% | +5.4% | +3.0% |
| 30D | -3.6% | +29.5% | -33.2% | -5.4% |
| 3M | +8.2% | +40.2% | -31.9% | +5.4% |
| 6M | +14.0% | +32.7% | -18.7% | +11.0% |
| YTD | +44.6% | -32.8% | +77.4% | +47.0% |
| 1Y | +47.8% | -31.7% | +79.5% | +49.8% |
| 3Y | +79.6% | -24.7% | +104.3% | +73.6% |
| 5Y | +214.3% | -0.5% | +214.8% | +187.7% |
| All | +205.4% | +620.3% | -414.8% | +105.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 10y: compounded portfolio wealth divided by compounded WING 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…
10y analysis · Full analysis span regression · 6 months rolling