+206.7%
HL vs XOP
+78.0%
+128.7%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.9% | -2.8% | -2.4% |
| 7D | -11.1% | +6.3% | -17.5% | -14.6% |
| 30D | -12.1% | -6.6% | -5.5% | -9.5% |
| 3M | -26.1% | +3.6% | -29.7% | -28.9% |
| 6M | -37.7% | +10.8% | -48.5% | -43.6% |
| YTD | -31.7% | +48.3% | -80.0% | -49.7% |
| 1Y | -11.6% | +42.9% | -54.6% | -33.5% |
| 3Y | +249.6% | +43.3% | +206.3% | +155.0% |
| 5Y | +108.5% | +94.0% | +14.6% | +20.1% |
| 10Y | +127.0% | +53.7% | +73.2% | +15.6% |
| All | +206.7% | +78.0% | +128.7% | -3.1% |
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