+35.9%
XOP vs WEC
+42.2%
-6.3%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.1% | +0.6% | +1.5% |
| 7D | +0.6% | +0.8% | -0.2% | +0.5% |
| 30D | +16.5% | +0.3% | +16.2% | +16.4% |
| 3M | +15.7% | -2.9% | +18.6% | +16.2% |
| 6M | +19.2% | -5.9% | +25.1% | +20.1% |
| YTD | +55.0% | +4.1% | +50.8% | +53.3% |
| 1Y | +54.2% | +3.1% | +51.1% | +52.4% |
| 3Y | +35.9% | +40.8% | -4.9% | +22.4% |
| All | +35.9% | +42.2% | -6.3% | +22.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling