+442.4%
HWM vs XOP
+35.1%
+407.3%
-19.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.4% | -0.3% |
| 7D | -2.1% | +2.6% | -4.7% | -2.7% |
| 30D | -11.0% | +15.4% | -26.4% | -14.0% |
| 3M | +4.0% | +12.1% | -8.0% | +0.9% |
| 6M | -0.2% | +19.7% | -19.9% | -7.3% |
| YTD | +26.7% | +52.4% | -25.7% | +5.3% |
| 1Y | +44.7% | +47.6% | -2.8% | +21.5% |
| All | +442.4% | +35.1% | +407.3% | +359.3% |
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