+73.1%
XOP vs WCC
+461.9%
-388.8%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +3.3% | -0.7% | +1.0% |
| 7D | +0.5% | +3.3% | -2.8% | -1.5% |
| 30D | -7.3% | -9.4% | +2.2% | -4.0% |
| 3M | +1.4% | -10.5% | +11.9% | +4.5% |
| 6M | +7.8% | -10.4% | +18.2% | +8.4% |
| YTD | +44.5% | +34.4% | +10.1% | +14.8% |
| 1Y | +37.0% | +27.7% | +9.4% | +11.2% |
| 3Y | +40.8% | +137.9% | -97.1% | -25.8% |
| 5Y | +88.7% | +147.0% | -58.4% | -12.0% |
| 10Y | +49.9% | +442.5% | -392.6% | -60.2% |
| All | +73.1% | +461.9% | -388.8% | -69.7% |
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