+37.2%
XOP vs WING
-16.7%
+53.9%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -4.2% | +5.0% | +0.7% |
| 7D | -8.4% | +5.0% | -13.3% | -8.3% |
| 30D | -8.4% | +38.7% | -47.1% | -8.1% |
| 3M | +0.2% | +44.7% | -44.6% | +0.5% |
| 6M | +7.2% | +31.5% | -24.3% | +7.4% |
| YTD | +40.8% | -28.4% | +69.2% | +41.8% |
| 1Y | +36.3% | -28.2% | +64.5% | +37.1% |
| 3Y | +37.2% | -18.4% | +55.6% | +41.5% |
| All | +37.2% | -16.7% | +53.9% | +41.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling