+67.6%
HAL vs XOP
+54.6%
+13.1%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.6% | +0.3% | +0.5% |
| 7D | -1.3% | +1.0% | -2.3% | -2.0% |
| 30D | +10.9% | +10.8% | 0.0% | +3.1% |
| 3M | -5.8% | +19.5% | -25.3% | -17.4% |
| 6M | +8.1% | +21.6% | -13.5% | -6.9% |
| YTD | +33.2% | +55.8% | -22.6% | -8.0% |
| All | +67.6% | +54.6% | +13.1% | +19.4% |
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