+82.5%
XOP vs WCC
+502.6%
-420.1%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +3.9% | -4.7% | -2.7% |
| 7D | +2.6% | +4.5% | -1.9% | +0.3% |
| 30D | +15.4% | -5.8% | +21.2% | +18.3% |
| 3M | +12.1% | -3.7% | +15.7% | +11.5% |
| 6M | +19.7% | +23.1% | -3.4% | +2.2% |
| YTD | +52.4% | +44.2% | +8.2% | +19.2% |
| 1Y | +47.6% | +62.1% | -14.5% | +7.3% |
| 3Y | +34.4% | +121.1% | -86.8% | -25.3% |
| 5Y | +154.4% | +214.0% | -59.6% | +5.9% |
| 10Y | +54.7% | +472.8% | -418.1% | -59.4% |
| All | +82.5% | +502.6% | -420.1% | -68.5% |
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