+59.8%
HUT vs XOP
+42.7%
+17.1%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +0.9% | -8.0% | -7.0% |
| 7D | +9.3% | +6.3% | +3.0% | +9.9% |
| 30D | -23.1% | -6.6% | -16.5% | -24.1% |
| 3M | -30.6% | +3.6% | -34.2% | -29.7% |
| 6M | -46.9% | +10.8% | -57.6% | -45.0% |
| YTD | +25.3% | +48.3% | -22.9% | -20.4% |
| 1Y | +59.8% | +42.9% | +16.9% | +12.1% |
| All | +59.8% | +42.7% | +17.1% | +12.1% |
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