+43.3%
XOP vs WEC
+62.9%
-19.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.8% | +0.9% |
| 7D | +6.3% | +1.5% | +4.9% | +6.2% |
| 30D | -6.6% | +10.2% | -16.8% | -7.5% |
| 3M | +3.6% | +7.6% | -4.0% | +2.7% |
| 6M | +10.8% | +6.6% | +4.1% | +9.9% |
| YTD | +48.3% | +14.4% | +33.9% | +45.5% |
| 1Y | +42.9% | +8.8% | +34.1% | +41.1% |
| 3Y | +43.3% | +63.3% | -20.0% | +29.1% |
| All | +43.3% | +62.9% | -19.6% | +29.1% |
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