+68.3%
HAL vs XOP
+49.8%
+18.5%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.3% | 0.0% |
| 7D | +2.9% | +2.6% | +0.4% | +1.1% |
| 30D | +17.0% | +15.4% | +1.6% | +5.7% |
| 3M | -9.7% | +12.1% | -21.7% | -17.0% |
| 6M | +8.6% | +19.7% | -11.1% | -5.8% |
| YTD | +33.0% | +52.4% | -19.4% | -7.3% |
| 1Y | +68.3% | +47.6% | +20.8% | +21.5% |
| All | +68.3% | +49.8% | +18.5% | +21.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XOP.
Daily Out/Under-Performance
Portfolio return minus XOP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XOP 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 XOP 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