+264.7%
XOM vs WU
-51.6%
+316.3%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.7% | +1.3% | +0.7% |
| 7D | +1.9% | -5.0% | +6.8% | +2.7% |
| 30D | +4.1% | -2.3% | +6.3% | +4.4% |
| 3M | +10.4% | -3.2% | +13.6% | +10.0% |
| 6M | +13.0% | -25.0% | +38.1% | +18.3% |
| YTD | +40.1% | -21.7% | +61.7% | +44.9% |
| 1Y | +51.1% | -9.0% | +60.1% | +50.5% |
| 3Y | +57.7% | -28.9% | +86.6% | +64.1% |
| 5Y | +264.7% | -51.0% | +315.8% | +325.9% |
| All | +264.7% | -51.6% | +316.3% | +325.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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