+109.7%
HAL vs XOP
+156.8%
-47.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.7% | -2.4% | -2.3% |
| 7D | +0.5% | +0.6% | -0.2% | -0.2% |
| 30D | +15.9% | +16.5% | -0.6% | +0.1% |
| 3M | -8.7% | +15.7% | -24.4% | -21.1% |
| 6M | +9.0% | +19.2% | -10.2% | -9.3% |
| YTD | +32.0% | +55.0% | -22.9% | -15.7% |
| 1Y | +72.5% | +54.2% | +18.3% | +10.5% |
| 3Y | -4.5% | +35.9% | -40.4% | -30.4% |
| 5Y | +109.7% | +162.4% | -52.7% | -11.8% |
| All | +109.7% | +156.8% | -47.1% | -11.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling