+39.4%
XOP vs WPM
+273.6%
-234.2%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.1% | -0.5% | +0.6% |
| 7D | +1.0% | +3.9% | -2.9% | +0.9% |
| 30D | +10.8% | +17.7% | -6.8% | +10.6% |
| 3M | +19.5% | +39.4% | -20.0% | +18.8% |
| 6M | +21.6% | +6.4% | +15.2% | +22.6% |
| YTD | +55.8% | +34.0% | +21.9% | +52.3% |
| 1Y | +54.6% | +50.5% | +4.1% | +48.4% |
| All | +39.4% | +273.6% | -234.2% | +12.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling