+43.1%
HAL vs XOP
+82.9%
-39.9%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.3% | +0.2% |
| 7D | +2.9% | +2.6% | +0.4% | +0.6% |
| 30D | +17.0% | +15.4% | +1.6% | +3.0% |
| 3M | -9.7% | +12.1% | -21.7% | -18.7% |
| 6M | +8.6% | +19.7% | -11.1% | -8.7% |
| YTD | +33.0% | +52.4% | -19.4% | -10.2% |
| 1Y | +68.3% | +47.6% | +20.8% | +16.9% |
| 3Y | +0.1% | +34.4% | -34.3% | -23.5% |
| 5Y | +102.6% | +154.4% | -51.8% | -10.9% |
| 10Y | +3.8% | +54.7% | -50.9% | -32.2% |
| All | +43.1% | +82.9% | -39.9% | -34.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling