+159.2%
XOP vs WCC
+232.5%
-73.3%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.5% | -0.8% | +1.0% |
| 7D | +0.6% | +8.5% | -7.9% | -1.5% |
| 30D | +16.5% | -1.0% | +17.5% | +16.6% |
| 3M | +15.7% | +2.1% | +13.6% | +13.9% |
| 6M | +19.2% | +36.8% | -17.6% | +5.8% |
| YTD | +55.0% | +47.7% | +7.2% | +33.5% |
| 1Y | +54.2% | +66.5% | -12.3% | +26.8% |
| 3Y | +35.9% | +134.2% | -98.3% | -6.2% |
| All | +159.2% | +232.5% | -73.3% | +37.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling