+243.8%
HPQ vs XOP
+58.6%
+185.2%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +0.1% | +8.3% | +8.4% |
| 7D | +9.8% | +2.6% | +7.1% | +8.7% |
| 30D | +22.4% | +9.6% | +12.8% | +18.4% |
| 3M | +45.2% | +20.4% | +24.8% | +35.4% |
| 6M | +96.4% | +19.9% | +76.5% | +82.3% |
| YTD | +65.4% | +56.4% | +9.0% | +39.1% |
| 1Y | +31.6% | +52.4% | -20.9% | +11.4% |
| 3Y | +37.0% | +39.9% | -2.9% | +18.1% |
| 5Y | +53.0% | +163.7% | -110.7% | +2.6% |
| All | +243.8% | +58.6% | +185.2% | +127.7% |
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