+45.9%
HLT vs XOP
+45.9%
0.0%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -6.4% | +9.9% | +1.9% |
| 7D | +7.7% | -10.5% | +18.2% | +4.9% |
| 30D | +19.1% | -4.3% | +23.5% | +18.0% |
| 3M | +20.7% | +4.7% | +16.0% | +22.7% |
| 6M | +21.0% | -0.1% | +21.1% | +22.4% |
| YTD | +31.3% | +43.8% | -12.6% | +27.0% |
| 1Y | +45.9% | +45.3% | +0.6% | +40.2% |
| All | +45.9% | +45.9% | 0.0% | +40.2% |
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