+42.6%
XOP vs WM
+337.2%
-294.6%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.1% |
| 7D | -10.0% | -0.5% | -9.6% | -9.9% |
| 30D | -9.1% | +13.3% | -22.4% | -15.3% |
| 3M | +5.1% | +4.4% | +0.7% | +2.2% |
| 6M | +6.4% | +10.8% | -4.4% | -0.4% |
| YTD | +39.7% | +9.1% | +30.6% | +31.6% |
| 1Y | +37.2% | +19.1% | +18.1% | +22.8% |
| 3Y | +37.6% | +45.7% | -8.0% | +5.1% |
| 5Y | +76.5% | +60.4% | +16.1% | +23.6% |
| 10Y | +42.6% | +328.7% | -286.1% | -31.9% |
| All | +42.6% | +337.2% | -294.6% | -31.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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