+39.7%
XOP vs WY
-25.0%
+64.7%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.7% | +2.9% | +0.8% |
| 7D | +1.6% | -3.7% | +5.3% | +2.5% |
| 30D | +9.6% | -11.3% | +20.9% | +12.5% |
| 3M | +16.9% | -8.1% | +25.1% | +18.7% |
| 6M | +24.0% | -7.4% | +31.5% | +24.8% |
| YTD | +56.2% | -4.7% | +60.9% | +54.6% |
| 1Y | +51.8% | -9.2% | +61.0% | +53.1% |
| All | +39.7% | -25.0% | +64.7% | +47.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling