+452.7%
XOM vs WPM
+5,972.6%
-5,519.9%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.1% | +0.7% | +0.7% |
| 7D | -2.4% | +7.0% | -9.4% | -3.3% |
| 30D | +5.7% | +15.7% | -10.1% | +3.3% |
| 3M | +6.6% | +35.2% | -28.7% | +1.5% |
| 6M | +7.7% | +6.1% | +1.6% | +5.3% |
| YTD | +36.2% | +32.6% | +3.6% | +28.2% |
| 1Y | +50.5% | +46.9% | +3.6% | +38.9% |
| 3Y | +53.4% | +276.3% | -222.9% | +20.6% |
| 5Y | +254.2% | +260.0% | -5.8% | +177.2% |
| 10Y | +177.9% | +508.5% | -330.6% | +89.7% |
| All | +452.7% | +5,972.6% | -5,519.9% | +99.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling