+54.2%
XOP vs WST
+35.8%
+18.4%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.7% | +2.3% | +1.7% |
| 7D | +0.6% | -0.3% | +0.9% | +0.6% |
| 30D | +16.5% | -4.6% | +21.1% | +16.9% |
| 3M | +15.7% | +5.7% | +10.0% | +15.1% |
| 6M | +19.2% | +37.6% | -18.4% | +14.0% |
| YTD | +55.0% | +23.0% | +31.9% | +51.1% |
| 1Y | +54.2% | +33.8% | +20.3% | +47.0% |
| All | +54.2% | +35.8% | +18.4% | +47.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 1y: compounded portfolio wealth divided by compounded WST 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…
1y analysis · Full analysis span regression · 6 months rolling