+160.6%
XOP vs WPM
+261.4%
-100.7%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.1% | -0.5% | +0.4% |
| 7D | +1.0% | +3.9% | -2.9% | +0.5% |
| 30D | +10.8% | +17.7% | -6.8% | +8.6% |
| 3M | +19.5% | +39.4% | -20.0% | +14.2% |
| 6M | +21.6% | +6.4% | +15.2% | +20.2% |
| YTD | +55.8% | +34.0% | +21.9% | +45.7% |
| 1Y | +54.6% | +50.5% | +4.1% | +40.1% |
| 3Y | +36.6% | +280.3% | -243.7% | -6.7% |
| 5Y | +160.6% | +266.3% | -105.7% | +74.4% |
| All | +160.6% | +261.4% | -100.7% | +74.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling