+7.8%
XOP vs IWD
+13.2%
-5.5%
-15.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.4% | +2.2% | +2.9% |
| 7D | +0.5% | -0.6% | +1.0% | 0.0% |
| 30D | -7.3% | +3.6% | -10.9% | -4.8% |
| 3M | +1.4% | +2.7% | -1.3% | +3.3% |
| 6M | +7.8% | +13.2% | -5.4% | +17.2% |
| All | +7.8% | +13.2% | -5.5% | +17.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 6mo: compounded portfolio wealth divided by compounded IWD 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…
6mo analysis · Full analysis span regression · 6 months rolling