+82.5%
XOP vs WPM
+2,179.9%
-2,097.4%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.1% | +0.2% | -0.6% |
| 7D | +2.6% | +1.1% | +1.5% | +2.2% |
| 30D | +15.4% | +26.4% | -10.9% | +7.8% |
| 3M | +12.1% | +20.8% | -8.8% | +4.9% |
| 6M | +19.7% | +1.1% | +18.6% | +15.7% |
| YTD | +52.4% | +32.5% | +19.9% | +35.1% |
| 1Y | +47.6% | +51.5% | -4.0% | +24.8% |
| 3Y | +34.4% | +267.0% | -232.7% | -14.9% |
| 5Y | +154.4% | +250.1% | -95.7% | +59.9% |
| 10Y | +54.7% | +540.4% | -485.7% | -28.3% |
| All | +82.5% | +2,179.9% | -2,097.4% | -64.6% |
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