+420.1%
HUT vs XOP
+67.2%
+353.0%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.8% | +7.0% | +6.6% |
| 7D | +17.8% | +2.6% | +15.2% | +16.2% |
| 30D | +0.8% | +15.4% | -14.6% | -6.6% |
| 3M | -26.8% | +12.1% | -38.8% | -31.3% |
| 6M | +72.6% | +19.7% | +52.9% | +51.3% |
| YTD | +103.6% | +52.4% | +51.2% | +56.7% |
| 1Y | +265.3% | +47.6% | +217.7% | +187.5% |
| 3Y | +689.4% | +34.4% | +655.0% | +561.0% |
| 5Y | +75.3% | +154.4% | -79.0% | +14.2% |
| All | +420.1% | +67.2% | +353.0% | +212.8% |
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