+40.1%
HAL vs XOP
+76.5%
-36.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | -0.1% |
| 7D | -7.9% | -10.0% | +2.1% | +1.7% |
| 30D | -2.1% | -9.1% | +7.0% | +6.8% |
| 3M | +0.4% | +5.1% | -4.6% | -4.9% |
| 6M | -19.2% | +6.4% | -25.6% | -25.0% |
| YTD | +14.4% | +39.7% | -25.4% | -20.2% |
| 1Y | +18.0% | +37.2% | -19.3% | -16.2% |
| 3Y | -9.7% | +37.6% | -47.3% | -35.7% |
| 5Y | +40.1% | +76.5% | -36.3% | -18.9% |
| All | +40.1% | +76.5% | -36.3% | -18.9% |
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