+378.9%
HL vs XOP
+86.0%
+292.9%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.7% | -2.7% | -2.1% |
| 7D | +7.1% | +0.6% | +6.4% | +6.6% |
| 30D | +21.4% | +16.5% | +4.9% | +10.3% |
| 3M | +37.4% | +15.7% | +21.7% | +23.6% |
| 6M | +0.4% | +19.2% | -18.8% | -13.7% |
| YTD | +6.7% | +55.0% | -48.3% | -22.4% |
| 1Y | +102.4% | +54.2% | +48.2% | +47.0% |
| 3Y | +417.4% | +35.9% | +381.5% | +296.3% |
| 5Y | +243.3% | +162.4% | +80.9% | +64.2% |
| 10Y | +242.6% | +50.2% | +192.4% | +82.4% |
| All | +378.9% | +86.0% | +292.9% | +49.6% |
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