+45.3%
XOP vs WEC
+9.7%
+35.6%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +2.3% | -8.7% | -6.4% |
| 7D | -10.5% | +6.9% | -17.4% | -10.6% |
| 30D | -4.3% | +16.6% | -20.9% | -4.9% |
| 3M | +4.7% | +9.1% | -4.4% | +4.3% |
| 6M | -0.1% | +3.2% | -3.3% | +0.5% |
| YTD | +43.8% | +14.9% | +28.9% | +38.2% |
| 1Y | +45.3% | +9.2% | +36.1% | +40.6% |
| All | +45.3% | +9.7% | +35.6% | +40.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 1y: compounded portfolio wealth divided by compounded WEC 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…
1y analysis · Full analysis span regression · 6 months rolling