+1,773.8%
HWM vs XOP
+60.3%
+1,713.5%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.4% | -0.1% |
| 7D | -2.1% | +2.6% | -4.7% | -3.3% |
| 30D | -11.0% | +15.4% | -26.4% | -16.7% |
| 3M | +4.0% | +12.1% | -8.0% | -2.2% |
| 6M | -0.2% | +19.7% | -19.9% | -10.8% |
| YTD | +26.7% | +52.4% | -25.7% | +0.3% |
| 1Y | +44.7% | +47.6% | -2.8% | +15.8% |
| 3Y | +426.1% | +34.4% | +391.7% | +331.4% |
| 5Y | +738.5% | +154.4% | +584.1% | +369.9% |
| All | +1,773.8% | +60.3% | +1,713.5% | +956.8% |
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