+1,463.9%
HWM vs XOP
+47.0%
+1,416.9%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.2% | +4.8% | +5.0% |
| 7D | +1.6% | -10.0% | +11.6% | +6.5% |
| 30D | -3.9% | -9.1% | +5.1% | -0.2% |
| 3M | -23.2% | +5.1% | -28.3% | -25.7% |
| 6M | -20.0% | +6.4% | -26.4% | -23.9% |
| YTD | +5.7% | +39.7% | -34.0% | -13.6% |
| 1Y | +4.9% | +37.2% | -32.4% | -13.8% |
| 3Y | +347.0% | +37.6% | +309.4% | +259.3% |
| 5Y | +563.0% | +76.5% | +486.5% | +344.6% |
| 10Y | +1,579.2% | +42.6% | +1,536.5% | +880.2% |
| All | +1,463.9% | +47.0% | +1,416.9% | +810.1% |
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