+54.4%
XOP vs WING
+379.4%
-325.0%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.0% | -0.5% | +0.4% |
| 7D | +1.0% | -2.3% | +3.2% | +1.2% |
| 30D | +10.8% | -5.6% | +16.5% | +11.3% |
| 3M | +19.5% | -22.9% | +42.4% | +22.2% |
| 6M | +21.6% | -50.4% | +72.0% | +30.5% |
| YTD | +55.8% | -53.3% | +109.2% | +67.2% |
| 1Y | +54.6% | -61.2% | +115.9% | +69.4% |
| 3Y | +36.6% | -30.1% | +66.7% | +28.4% |
| 5Y | +160.6% | -35.0% | +195.7% | +139.8% |
| All | +54.4% | +379.4% | -325.0% | -17.1% |
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