+54.8%
XOP vs WPM
+545.0%
-490.2%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.7% | +3.9% | +0.6% |
| 7D | +1.6% | -3.6% | +5.2% | +2.0% |
| 30D | +9.6% | +12.5% | -2.9% | +8.2% |
| 3M | +16.9% | +40.6% | -23.7% | +12.6% |
| 6M | +24.0% | +0.5% | +23.5% | +23.2% |
| YTD | +56.2% | +29.0% | +27.2% | +49.6% |
| 1Y | +51.8% | +43.8% | +8.0% | +42.9% |
| 3Y | +37.0% | +266.3% | -229.3% | +12.0% |
| 5Y | +163.4% | +255.1% | -91.7% | +113.3% |
| All | +54.8% | +545.0% | -490.2% | +26.3% |
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