+717.0%
HUT vs XOP
+35.1%
+681.9%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.8% | +7.0% | +6.7% |
| 7D | +17.8% | +2.6% | +15.2% | +15.7% |
| 30D | +0.8% | +15.4% | -14.6% | -9.1% |
| 3M | -26.8% | +12.1% | -38.8% | -32.8% |
| 6M | +72.6% | +19.7% | +52.9% | +38.8% |
| YTD | +103.6% | +52.4% | +51.2% | +26.6% |
| 1Y | +265.3% | +47.6% | +217.7% | +135.9% |
| All | +717.0% | +35.1% | +681.9% | +427.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling