+52.7%
XOP vs WM
+306.5%
-253.8%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.2% | +0.4% | -0.2% |
| 7D | +2.6% | -0.3% | +2.9% | +2.7% |
| 30D | +15.4% | -2.4% | +17.8% | +16.9% |
| 3M | +12.1% | +0.4% | +11.6% | +11.1% |
| 6M | +19.7% | -9.5% | +29.2% | +25.5% |
| YTD | +52.4% | +0.5% | +51.9% | +50.6% |
| 1Y | +47.6% | -1.1% | +48.6% | +46.6% |
| 3Y | +34.4% | +46.0% | -11.7% | +1.8% |
| 5Y | +154.4% | +51.8% | +102.6% | +83.1% |
| All | +52.7% | +306.5% | -253.8% | -33.3% |
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