+51.7%
XOP vs WCN
+322.1%
-270.4%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | +6.3% | +2.6% | +3.8% | +5.1% |
| 30D | -6.6% | +23.9% | -30.5% | -16.2% |
| 3M | +3.6% | +17.4% | -13.9% | -4.7% |
| 6M | +10.8% | +28.0% | -17.3% | -2.8% |
| YTD | +48.3% | +11.6% | +36.7% | +38.6% |
| 1Y | +42.9% | +16.9% | +26.1% | +30.2% |
| 3Y | +43.3% | +51.6% | -8.3% | +9.5% |
| 5Y | +94.0% | +48.0% | +46.0% | +48.0% |
| All | +51.7% | +322.1% | -270.4% | -27.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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