+182.8%
HIMS vs XOP
+140.0%
+42.7%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.4% | -0.2% |
| 7D | -3.9% | +2.6% | -6.5% | -4.4% |
| 30D | -12.4% | +15.4% | -27.9% | -14.8% |
| 3M | -1.1% | +12.1% | -13.1% | -3.6% |
| 6M | +68.4% | +19.7% | +48.8% | +60.6% |
| YTD | -14.7% | +52.4% | -67.1% | -23.0% |
| 1Y | -42.4% | +47.6% | -90.0% | -47.8% |
| 3Y | +304.5% | +34.4% | +270.2% | +273.2% |
| 5Y | +237.5% | +154.4% | +83.1% | +191.6% |
| All | +182.8% | +140.0% | +42.7% | +137.1% |
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