+2,946.9%
XOM vs WWD
+15,007.2%
-12,060.2%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.4% | -0.9% | +0.1% |
| 7D | +4.1% | -2.6% | +6.7% | +4.7% |
| 30D | +4.6% | -6.9% | +11.5% | +6.2% |
| 3M | +14.0% | -13.0% | +27.0% | +17.0% |
| 6M | +11.0% | -12.5% | +23.4% | +12.5% |
| YTD | +40.7% | +11.8% | +28.9% | +33.8% |
| 1Y | +52.3% | +41.1% | +11.3% | +36.0% |
| 3Y | +60.5% | +163.1% | -102.6% | +19.8% |
| 5Y | +266.4% | +187.6% | +78.8% | +162.4% |
| 10Y | +194.4% | +494.6% | -300.1% | +73.1% |
| All | +2,946.9% | +15,007.2% | -12,060.2% | +1,160.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling