+419.5%
HL vs XOP
+35.8%
+383.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.6% | +1.3% | +1.7% |
| 7D | +0.4% | +1.0% | -0.6% | +0.1% |
| 30D | +18.8% | +10.8% | +8.0% | +14.9% |
| 3M | +43.7% | +19.5% | +24.3% | +34.5% |
| 6M | -1.0% | +21.6% | -22.6% | -10.5% |
| YTD | +8.7% | +55.8% | -47.1% | -13.9% |
| 1Y | +105.0% | +54.6% | +50.4% | +62.5% |
| All | +419.5% | +35.8% | +383.7% | +338.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling