-42.6%
HIMS vs XOP
+54.9%
-97.5%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.2% | -1.9% | -1.6% |
| 7D | -1.4% | +1.6% | -3.0% | -0.7% |
| 30D | -10.1% | +9.6% | -19.6% | -6.5% |
| 3M | -1.2% | +16.9% | -18.2% | +7.2% |
| 6M | +16.9% | +24.0% | -7.1% | +26.2% |
| YTD | -15.5% | +56.2% | -71.7% | -10.2% |
| 1Y | -42.6% | +51.8% | -94.4% | -38.0% |
| All | -42.6% | +54.9% | -97.5% | -38.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling