+642.7%
HUBS vs XOP
-3.8%
+646.5%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.2% | -3.1% | -3.0% |
| 7D | -12.4% | +1.6% | -14.0% | -12.8% |
| 30D | +1.4% | +9.6% | -8.2% | -1.4% |
| 3M | +16.0% | +16.9% | -1.0% | +10.1% |
| 6M | -17.0% | +24.0% | -41.0% | -22.8% |
| YTD | -44.3% | +56.2% | -100.5% | -52.0% |
| 1Y | -54.3% | +51.8% | -106.1% | -60.4% |
| 3Y | -58.4% | +37.0% | -95.3% | -63.2% |
| 5Y | -66.7% | +163.4% | -230.1% | -76.2% |
| 10Y | +315.9% | +56.6% | +259.3% | +196.8% |
| All | +642.7% | -3.8% | +646.5% | +441.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling