+215.0%
HIMS vs XOP
+156.4%
+58.7%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.2% | -1.9% | -1.7% |
| 7D | -1.4% | +1.6% | -3.0% | -1.9% |
| 30D | -10.1% | +9.6% | -19.6% | -13.0% |
| 3M | -1.2% | +16.9% | -18.2% | -7.7% |
| 6M | +16.9% | +24.0% | -7.1% | +4.6% |
| YTD | -15.5% | +56.2% | -71.7% | -32.8% |
| 1Y | -42.6% | +51.8% | -94.4% | -53.9% |
| 3Y | +320.2% | +37.0% | +283.3% | +250.5% |
| 5Y | +215.0% | +163.4% | +51.7% | +86.7% |
| All | +215.0% | +156.4% | +58.7% | +86.7% |
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 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