+72.9%
XOM vs WM
+47.1%
+25.8%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.1% | +2.4% | +0.8% |
| 7D | -11.4% | +1.2% | -12.6% | -11.7% |
| 30D | +1.1% | +13.1% | -12.0% | -1.7% |
| 3M | +7.8% | +3.6% | +4.2% | +6.8% |
| 6M | +13.0% | +8.1% | +5.0% | +10.9% |
| YTD | +40.6% | +8.9% | +31.7% | +37.9% |
| 1Y | +49.1% | +20.3% | +28.7% | +44.0% |
| 3Y | +72.9% | +46.2% | +26.7% | +66.5% |
| All | +72.9% | +47.1% | +25.8% | +66.5% |
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