+51.7%
XOP vs WPM
+749.7%
-698.0%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +0.9% |
| 7D | +6.3% | -3.6% | +9.9% | +6.6% |
| 30D | -6.6% | +1.4% | -8.0% | -6.9% |
| 3M | +3.6% | -0.2% | +3.7% | +3.2% |
| 6M | +10.8% | -7.3% | +18.1% | +10.9% |
| YTD | +48.3% | +12.3% | +35.9% | +43.6% |
| 1Y | +42.9% | +24.9% | +18.0% | +36.4% |
| 3Y | +43.3% | +210.4% | -167.1% | +19.2% |
| 5Y | +94.0% | +210.4% | -116.4% | +58.9% |
| All | +51.7% | +749.7% | -698.0% | +19.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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