+264.7%
XOM vs WING
-35.5%
+300.3%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.7% | +0.6% |
| 7D | +1.9% | +0.2% | +1.6% | +1.9% |
| 30D | +4.1% | -0.5% | +4.5% | +4.0% |
| 3M | +10.4% | -23.9% | +34.3% | +10.9% |
| 6M | +13.0% | -48.9% | +61.9% | +14.4% |
| YTD | +40.1% | -53.3% | +93.4% | +42.0% |
| 1Y | +51.1% | -60.3% | +111.4% | +53.8% |
| 3Y | +57.7% | -30.1% | +87.8% | +51.8% |
| 5Y | +264.7% | -36.2% | +300.9% | +251.9% |
| All | +264.7% | -35.5% | +300.3% | +251.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling