+537.4%
HWM vs XOP
+76.5%
+460.9%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.2% | +2.7% | +2.6% |
| 7D | +3.4% | -14.7% | +18.1% | +8.3% |
| 30D | -7.5% | -7.7% | +0.1% | -5.6% |
| 3M | -28.9% | +4.4% | -33.3% | -30.4% |
| 6M | -19.6% | +3.5% | -23.1% | -21.8% |
| YTD | +0.6% | +39.4% | -38.8% | -14.8% |
| 1Y | +0.3% | +39.8% | -39.5% | -15.3% |
| 3Y | +326.1% | +29.7% | +296.5% | +263.7% |
| All | +537.4% | +76.5% | +460.9% | +372.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling