+35.9%
XOP vs WING
-31.3%
+67.2%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.5% | +1.7% |
| 7D | +0.6% | -0.1% | +0.8% | +0.6% |
| 30D | +16.5% | -6.0% | +22.6% | +16.5% |
| 3M | +15.7% | -23.5% | +39.2% | +15.6% |
| 6M | +19.2% | -52.0% | +71.2% | +19.5% |
| YTD | +55.0% | -53.8% | +108.8% | +55.2% |
| 1Y | +54.2% | -63.8% | +118.0% | +55.5% |
| 3Y | +35.9% | -30.8% | +66.6% | +42.9% |
| All | +35.9% | -31.3% | +67.2% | +42.9% |
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