+7.4%
HAL vs XOP
+52.9%
-45.5%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.6% | +0.3% | +0.4% |
| 7D | -1.3% | +1.0% | -2.3% | -2.2% |
| 30D | +10.9% | +10.8% | 0.0% | +0.6% |
| 3M | -5.8% | +19.5% | -25.3% | -20.8% |
| 6M | +8.1% | +21.6% | -13.5% | -11.3% |
| YTD | +33.2% | +55.8% | -22.6% | -14.1% |
| 1Y | +74.2% | +54.6% | +19.5% | +13.0% |
| 3Y | -3.7% | +36.6% | -40.3% | -29.1% |
| 5Y | +111.9% | +160.6% | -48.8% | -14.3% |
| 10Y | +7.4% | +56.2% | -48.9% | -42.1% |
| All | +7.4% | +52.9% | -45.5% | -42.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling