+4,261.5%
XOM vs WM
+26,336.4%
-22,074.8%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.2% | -0.5% | -1.5% |
| 7D | +1.8% | -0.3% | +2.1% | +1.8% |
| 30D | +5.9% | -2.4% | +8.2% | +6.3% |
| 3M | +5.6% | +0.4% | +5.1% | +5.4% |
| 6M | +7.9% | -9.5% | +17.3% | +9.6% |
| YTD | +35.2% | +0.5% | +34.7% | +34.9% |
| 1Y | +46.0% | -1.1% | +47.1% | +46.0% |
| 3Y | +55.0% | +46.0% | +9.0% | +44.3% |
| 5Y | +246.3% | +51.8% | +194.5% | +219.2% |
| 10Y | +181.0% | +307.5% | -126.5% | +123.5% |
| All | +4,261.5% | +26,336.4% | -22,074.8% | +2,736.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling