+55.0%
XOP vs FWONK
+340.2%
-285.2%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | 0.0% | +0.1% |
| 7D | +2.6% | +0.1% | +2.5% | +2.6% |
| 30D | +9.6% | -7.7% | +17.3% | +13.2% |
| 3M | +20.4% | +5.7% | +14.6% | +16.9% |
| 6M | +19.9% | +13.5% | +6.4% | +11.7% |
| YTD | +56.4% | -3.0% | +59.4% | +55.5% |
| 1Y | +52.4% | -6.4% | +58.9% | +53.8% |
| 3Y | +39.9% | +43.8% | -3.9% | +11.8% |
| 5Y | +163.7% | +98.6% | +65.2% | +74.3% |
| All | +55.0% | +340.2% | -285.2% | -14.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FWONK.
Daily Out/Under-Performance
Portfolio return minus FWONK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FWONK 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 10y: compounded portfolio wealth divided by compounded FWONK 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…
10y analysis · Full analysis span regression · 6 months rolling