+191.6%
XOM vs HAL
+5.2%
+186.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.9% | +3.5% | +1.9% |
| 7D | +1.9% | -3.3% | +5.1% | +3.4% |
| 30D | +4.1% | +7.2% | -3.1% | +0.5% |
| 3M | +10.4% | -8.8% | +19.2% | +14.7% |
| 6M | +13.0% | +3.0% | +10.1% | +10.5% |
| YTD | +40.1% | +29.4% | +10.7% | +22.8% |
| 1Y | +51.1% | +62.8% | -11.7% | +17.8% |
| 3Y | +57.7% | -6.4% | +64.2% | +55.2% |
| 5Y | +264.7% | +103.6% | +161.1% | +142.1% |
| All | +191.6% | +5.2% | +186.4% | +96.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling