+264.7%
XOM vs WPM
+252.7%
+12.1%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.7% | +4.3% | +0.9% |
| 7D | +1.9% | -3.6% | +5.5% | +2.1% |
| 30D | +4.1% | +12.5% | -8.4% | +3.0% |
| 3M | +10.4% | +40.6% | -30.2% | +7.0% |
| 6M | +13.0% | +0.5% | +12.5% | +12.9% |
| YTD | +40.1% | +29.0% | +11.0% | +34.4% |
| 1Y | +51.1% | +43.8% | +7.3% | +42.1% |
| 3Y | +57.7% | +266.3% | -208.6% | +20.9% |
| 5Y | +264.7% | +255.1% | +9.6% | +174.9% |
| All | +264.7% | +252.7% | +12.1% | +174.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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