+192.9%
XOM vs WING
+407.7%
-214.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +6.0% | -5.5% | +0.1% |
| 7D | +4.1% | +7.2% | -3.1% | +3.6% |
| 30D | +4.6% | +4.8% | -0.2% | +4.1% |
| 3M | +14.0% | -23.7% | +37.6% | +15.7% |
| 6M | +11.0% | -43.6% | +54.5% | +14.7% |
| YTD | +40.7% | -50.6% | +91.3% | +46.3% |
| 1Y | +52.3% | -57.0% | +109.3% | +59.7% |
| 3Y | +60.5% | -28.3% | +88.7% | +53.8% |
| 5Y | +266.4% | -32.4% | +298.8% | +246.7% |
| All | +192.9% | +407.7% | -214.8% | +105.3% |
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