+54.8%
XOP vs WCC
+518.6%
-463.7%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.2% | +3.5% | +1.6% |
| 7D | +1.6% | +1.7% | 0.0% | +0.8% |
| 30D | +9.6% | -6.1% | +15.6% | +12.0% |
| 3M | +16.9% | +3.1% | +13.8% | +13.3% |
| 6M | +24.0% | +28.2% | -4.2% | +6.1% |
| YTD | +56.2% | +41.1% | +15.1% | +26.9% |
| 1Y | +51.8% | +61.3% | -9.5% | +14.6% |
| 3Y | +37.0% | +123.6% | -86.7% | -19.7% |
| 5Y | +163.4% | +214.8% | -51.4% | +16.4% |
| All | +54.8% | +518.6% | -463.7% | -59.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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