+43.2%
XOM vs WST
+49.4%
-6.2%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.1% | +1.3% | +1.4% |
| 7D | -1.5% | +1.1% | -2.6% | -1.5% |
| 30D | -3.2% | +12.4% | -15.5% | -3.2% |
| 3M | +5.0% | +17.6% | -12.6% | +5.0% |
| 6M | +12.9% | +28.3% | -15.4% | +12.9% |
| YTD | +41.3% | +50.5% | -9.2% | +39.7% |
| 1Y | +43.2% | +49.4% | -6.2% | +41.4% |
| All | +43.2% | +49.4% | -6.2% | +41.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 1y: compounded portfolio wealth divided by compounded WST 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…
1y analysis · Full analysis span regression · 6 months rolling