+155.3%
HBAN vs XOP
+58.6%
+96.7%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.6% | +0.7% |
| 7D | -1.0% | +2.6% | -3.6% | -2.2% |
| 30D | -5.6% | +9.6% | -15.2% | -9.6% |
| 3M | -1.1% | +20.4% | -21.5% | -9.8% |
| 6M | +9.9% | +19.9% | -10.0% | -1.0% |
| YTD | -0.9% | +56.4% | -57.3% | -21.7% |
| 1Y | -1.4% | +52.4% | -53.8% | -21.4% |
| 3Y | +78.2% | +39.9% | +38.3% | +45.9% |
| 5Y | +37.0% | +163.7% | -126.7% | -21.8% |
| All | +155.3% | +58.6% | +96.7% | +35.6% |
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