+54.8%
XOP vs WEC
+146.6%
-91.8%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.0% | +0.3% |
| 7D | +1.6% | -1.3% | +2.9% | +1.8% |
| 30D | +9.6% | -0.4% | +10.0% | +9.6% |
| 3M | +16.9% | -6.8% | +23.7% | +18.1% |
| 6M | +24.0% | -6.4% | +30.4% | +25.1% |
| YTD | +56.2% | +2.5% | +53.7% | +55.3% |
| 1Y | +51.8% | -0.4% | +52.2% | +51.4% |
| 3Y | +37.0% | +38.5% | -1.6% | +29.0% |
| 5Y | +163.4% | +31.7% | +131.7% | +149.4% |
| All | +54.8% | +146.6% | -91.8% | +58.8% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling