+54.4%
XOM vs WM
+46.8%
+7.7%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.2% | -0.5% | -1.4% |
| 7D | +1.8% | -0.3% | +2.1% | +1.8% |
| 30D | +5.9% | -2.4% | +8.2% | +6.4% |
| 3M | +5.6% | +0.4% | +5.1% | +5.4% |
| 6M | +7.9% | -9.5% | +17.3% | +9.8% |
| YTD | +35.2% | +0.5% | +34.7% | +35.0% |
| 1Y | +46.0% | -1.1% | +47.1% | +46.2% |
| All | +54.4% | +46.8% | +7.7% | +41.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 3y: compounded portfolio wealth divided by compounded WM 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…
3y analysis · Full analysis span regression · 6 months rolling