+55.0%
XOP vs WY
+7.6%
+47.4%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.2% | 0.0% |
| 7D | +2.6% | -4.2% | +6.8% | +5.0% |
| 30D | +9.6% | -10.1% | +19.7% | +15.9% |
| 3M | +20.4% | -8.5% | +28.9% | +24.9% |
| 6M | +19.9% | -3.3% | +23.2% | +19.0% |
| YTD | +56.4% | -4.4% | +60.8% | +55.0% |
| 1Y | +52.4% | -11.5% | +63.9% | +57.6% |
| 3Y | +39.9% | -24.3% | +64.2% | +54.2% |
| 5Y | +163.7% | -21.3% | +185.0% | +177.7% |
| All | +55.0% | +7.6% | +47.4% | +32.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 10y: compounded portfolio wealth divided by compounded WY 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…
10y analysis · Full analysis span regression · 6 months rolling