+51.8%
XOP vs WU
-11.2%
+63.0%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +1.0% | +0.2% |
| 7D | +1.6% | -5.0% | +6.6% | +1.5% |
| 30D | +9.6% | -2.3% | +11.9% | +9.5% |
| 3M | +16.9% | -3.2% | +20.2% | +16.6% |
| 6M | +24.0% | -25.0% | +49.1% | +24.2% |
| YTD | +56.2% | -21.7% | +77.9% | +56.0% |
| 1Y | +51.8% | -9.0% | +60.7% | +48.4% |
| All | +51.8% | -11.2% | +63.0% | +48.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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