+58.1%
XLE vs HAL
-16.0%
+74.0%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.2% | +0.1% |
| 7D | -12.0% | -12.0% | 0.0% | -6.2% |
| 30D | -2.7% | +0.3% | -3.0% | -2.8% |
| 3M | +6.6% | -1.6% | +8.2% | +7.2% |
| 6M | +9.5% | -20.5% | +30.0% | +21.9% |
| YTD | +40.6% | +14.2% | +26.3% | +30.4% |
| 1Y | +43.6% | +18.9% | +24.7% | +30.5% |
| 3Y | +58.1% | -13.7% | +71.8% | +67.0% |
| All | +58.1% | -16.0% | +74.0% | +67.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 HAL 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