+677.7%
HPE vs XOP
+53.0%
+624.6%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.8% | +1.7% | +6.1% | +7.1% |
| 7D | +10.1% | +0.6% | +9.5% | +9.9% |
| 30D | +5.3% | +16.5% | -11.3% | -1.1% |
| 3M | +12.7% | +15.7% | -3.0% | +5.6% |
| 6M | +167.7% | +19.2% | +148.5% | +146.3% |
| YTD | +135.5% | +55.0% | +80.5% | +94.6% |
| 1Y | +143.4% | +54.2% | +89.2% | +101.1% |
| 3Y | +249.2% | +35.9% | +213.3% | +200.4% |
| 5Y | +343.8% | +162.4% | +181.4% | +182.8% |
| 10Y | +495.9% | +50.2% | +445.7% | +291.7% |
| All | +677.7% | +53.0% | +624.6% | +362.1% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling