+132.3%
HON vs XOP
+58.6%
+73.7%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | +0.1% |
| 7D | -3.5% | +2.6% | -6.1% | -4.1% |
| 30D | -13.8% | +9.6% | -23.4% | -15.9% |
| 3M | -11.7% | +20.4% | -32.0% | -16.3% |
| 6M | -18.7% | +19.9% | -38.6% | -23.7% |
| YTD | +0.2% | +56.4% | -56.2% | -12.9% |
| 1Y | -3.1% | +52.4% | -55.5% | -15.4% |
| 3Y | +17.0% | +39.9% | -22.9% | +2.8% |
| 5Y | +2.0% | +163.7% | -161.7% | -28.8% |
| All | +132.3% | +58.6% | +73.7% | +48.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling