+1,388.5%
HWM vs XOP
+46.6%
+1,341.8%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.2% | +2.7% | +2.6% |
| 7D | +3.4% | -14.7% | +18.1% | +10.7% |
| 30D | -7.5% | -7.7% | +0.1% | -4.6% |
| 3M | -28.9% | +4.4% | -33.3% | -30.9% |
| 6M | -19.6% | +3.5% | -23.1% | -22.6% |
| YTD | +0.6% | +39.4% | -38.8% | -17.7% |
| 1Y | +0.3% | +39.8% | -39.5% | -18.3% |
| 3Y | +326.1% | +29.7% | +296.5% | +252.5% |
| 5Y | +525.2% | +78.6% | +446.6% | +316.5% |
| 10Y | +1,492.9% | +51.8% | +1,441.0% | +826.5% |
| All | +1,388.5% | +46.6% | +1,341.8% | +767.0% |
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