+265.3%
HUT vs XOP
+49.8%
+215.5%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.8% | +7.0% | +6.1% |
| 7D | +17.8% | +2.6% | +15.2% | +17.9% |
| 30D | +0.8% | +15.4% | -14.6% | +1.3% |
| 3M | -26.8% | +12.1% | -38.8% | -26.0% |
| 6M | +72.6% | +19.7% | +52.9% | +53.8% |
| YTD | +103.6% | +52.4% | +51.2% | +40.1% |
| 1Y | +265.3% | +47.6% | +217.7% | +160.1% |
| All | +265.3% | +49.8% | +215.5% | +160.1% |
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 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