+227.4%
HUT vs XOP
+54.2%
+173.2%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.6% | -4.2% | -3.5% |
| 7D | +18.9% | +1.0% | +17.9% | +19.0% |
| 30D | +12.0% | +10.8% | +1.1% | +12.5% |
| 3M | -14.9% | +19.5% | -34.3% | -13.5% |
| 6M | +96.8% | +21.6% | +75.2% | +77.3% |
| YTD | +108.8% | +55.8% | +53.0% | +44.0% |
| 1Y | +227.4% | +54.6% | +172.7% | +133.7% |
| All | +227.4% | +54.2% | +173.2% | +133.7% |
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 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