+77.6%
XOP vs WCC
+452.5%
-374.9%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.7% | +2.6% | +1.7% |
| 7D | +6.3% | +9.9% | -3.6% | +1.4% |
| 30D | -6.6% | -8.4% | +1.9% | -3.7% |
| 3M | +3.6% | -10.3% | +13.9% | +6.6% |
| 6M | +10.8% | -10.5% | +21.2% | +11.4% |
| YTD | +48.3% | +32.2% | +16.1% | +18.7% |
| 1Y | +42.9% | +25.5% | +17.4% | +17.0% |
| 3Y | +43.3% | +134.7% | -91.4% | -24.0% |
| 5Y | +94.0% | +139.9% | -46.0% | -8.2% |
| 10Y | +53.7% | +433.5% | -379.7% | -58.9% |
| All | +77.6% | +452.5% | -374.9% | -68.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling