+54.4%
XOP vs WEC
+148.5%
-94.0%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.8% | +1.4% | +0.7% |
| 7D | +1.0% | +0.4% | +0.6% | +0.9% |
| 30D | +10.8% | +0.9% | +9.9% | +10.7% |
| 3M | +19.5% | -5.3% | +24.8% | +20.4% |
| 6M | +21.6% | -6.6% | +28.2% | +22.7% |
| YTD | +55.8% | +3.3% | +52.6% | +54.7% |
| 1Y | +54.6% | +2.1% | +52.6% | +53.7% |
| 3Y | +36.6% | +39.6% | -2.9% | +28.5% |
| 5Y | +160.6% | +31.2% | +129.5% | +146.9% |
| All | +54.4% | +148.5% | -94.0% | +58.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling