+12.1%
HLT vs XOP
+49.8%
-37.7%
-11.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.2% | -1.2% |
| 7D | -3.3% | +2.6% | -5.9% | -2.8% |
| 30D | -4.1% | +15.4% | -19.5% | -1.2% |
| 3M | -7.9% | +12.1% | -20.0% | -5.3% |
| 6M | +2.2% | +19.7% | -17.5% | +4.1% |
| YTD | +8.5% | +52.4% | -43.9% | +7.5% |
| 1Y | +12.1% | +47.6% | -35.4% | +10.8% |
| All | +12.1% | +49.8% | -37.7% | +10.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling