+257.2%
XOM vs WWD
+184.1%
+73.1%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.4% | -0.9% | +0.3% |
| 7D | +4.1% | -2.6% | +6.7% | +4.4% |
| 30D | +4.6% | -6.9% | +11.5% | +5.3% |
| 3M | +14.0% | -13.0% | +27.0% | +15.2% |
| 6M | +11.0% | -12.5% | +23.4% | +11.7% |
| YTD | +40.7% | +11.8% | +28.9% | +35.4% |
| 1Y | +52.3% | +41.1% | +11.3% | +39.7% |
| 3Y | +60.5% | +163.1% | -102.6% | +25.9% |
| All | +257.2% | +184.1% | +73.1% | +166.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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