+51.7%
XOP vs WING
+620.3%
-568.6%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +1.0% | +0.9% |
| 7D | +6.3% | -2.5% | +8.9% | +6.5% |
| 30D | -6.6% | +29.5% | -36.1% | -9.5% |
| 3M | +3.6% | +40.2% | -36.6% | -1.0% |
| 6M | +10.8% | +32.7% | -21.9% | +5.7% |
| YTD | +48.3% | -32.8% | +81.1% | +52.0% |
| 1Y | +42.9% | -31.7% | +74.7% | +45.8% |
| 3Y | +43.3% | -24.7% | +68.0% | +35.9% |
| 5Y | +94.0% | -0.5% | +94.4% | +68.7% |
| All | +51.7% | +620.3% | -568.6% | -28.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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