+218.0%
XLE vs HAL
+104.8%
+113.2%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.5% |
| 7D | +2.2% | +2.9% | -0.7% | +0.6% |
| 30D | +11.8% | +17.0% | -5.3% | +2.4% |
| 3M | +9.8% | -9.7% | +19.5% | +15.5% |
| 6M | +15.6% | +8.6% | +7.0% | +9.4% |
| YTD | +45.3% | +33.0% | +12.3% | +22.5% |
| 1Y | +48.3% | +68.3% | -20.0% | +8.4% |
| 3Y | +55.4% | +0.1% | +55.3% | +48.9% |
| All | +218.0% | +104.8% | +113.2% | +83.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling