+54.8%
XOP vs WAB
+292.7%
-237.9%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.3% |
| 7D | +1.6% | -0.2% | +1.8% | +1.7% |
| 30D | +9.6% | -5.9% | +15.5% | +13.6% |
| 3M | +16.9% | +9.4% | +7.6% | +9.0% |
| 6M | +24.0% | +13.8% | +10.2% | +10.3% |
| YTD | +56.2% | +31.8% | +24.4% | +25.6% |
| 1Y | +51.8% | +48.5% | +3.3% | +11.9% |
| 3Y | +37.0% | +167.0% | -130.0% | -34.0% |
| 5Y | +163.4% | +222.3% | -58.9% | +9.3% |
| All | +54.8% | +292.7% | -237.9% | -51.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 WAB 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