+44.7%
HBAN vs XOP
+87.1%
-42.4%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.6% | -1.3% | -1.1% |
| 7D | -1.5% | +1.0% | -2.4% | -2.0% |
| 30D | -5.5% | +10.8% | -16.4% | -10.5% |
| 3M | -0.2% | +19.5% | -19.7% | -9.8% |
| 6M | +5.2% | +21.6% | -16.4% | -7.3% |
| YTD | -2.3% | +55.8% | -58.1% | -24.7% |
| 1Y | -2.2% | +54.6% | -56.8% | -24.7% |
| 3Y | +73.8% | +36.6% | +37.2% | +40.6% |
| 5Y | +35.2% | +160.6% | -125.4% | -27.4% |
| 10Y | +155.4% | +56.2% | +99.1% | +50.7% |
| All | +44.7% | +87.1% | -42.4% | -36.7% |
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