+4,439.9%
XOM vs WY
+655.2%
+3,784.6%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.3% | +0.1% | +0.4% |
| 7D | +4.1% | -4.2% | +8.3% | +5.4% |
| 30D | +4.6% | -10.1% | +14.7% | +7.9% |
| 3M | +14.0% | -8.5% | +22.5% | +16.5% |
| 6M | +11.0% | -3.3% | +14.3% | +10.9% |
| YTD | +40.7% | -4.4% | +45.1% | +40.9% |
| 1Y | +52.3% | -11.5% | +63.8% | +55.8% |
| 3Y | +60.5% | -24.3% | +84.8% | +69.6% |
| 5Y | +266.4% | -21.3% | +287.7% | +276.5% |
| 10Y | +194.4% | +7.0% | +187.4% | +164.1% |
| All | +4,439.9% | +655.2% | +3,784.6% | +2,415.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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