+75.9%
XOP vs WPM
+1,838.9%
-1,763.0%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.8% | +4.4% | +2.4% |
| 7D | +5.2% | -0.5% | +5.7% | +5.2% |
| 30D | -8.4% | -3.1% | -5.3% | -8.4% |
| 3M | +2.9% | -2.2% | +5.1% | +1.9% |
| 6M | +8.8% | -7.4% | +16.2% | +8.0% |
| YTD | +46.9% | +12.6% | +34.3% | +34.5% |
| 1Y | +41.5% | +22.8% | +18.7% | +26.1% |
| 3Y | +43.1% | +213.6% | -170.5% | -6.3% |
| 5Y | +92.2% | +211.2% | -119.0% | +23.5% |
| 10Y | +52.3% | +733.9% | -681.6% | -36.0% |
| All | +75.9% | +1,838.9% | -1,763.0% | -64.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling