+4,294.1%
XOM vs HAL
+592.7%
+3,701.4%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.7% | +1.5% | +1.0% |
| 7D | -2.4% | +0.5% | -2.8% | -2.5% |
| 30D | +5.7% | +15.9% | -10.3% | +0.4% |
| 3M | +6.6% | -8.7% | +15.3% | +9.6% |
| 6M | +7.7% | +9.0% | -1.4% | +4.0% |
| YTD | +36.2% | +32.0% | +4.2% | +23.2% |
| 1Y | +50.5% | +72.5% | -22.0% | +23.6% |
| 3Y | +53.4% | -4.5% | +57.9% | +51.2% |
| 5Y | +254.2% | +109.7% | +144.5% | +166.1% |
| 10Y | +177.9% | +1.2% | +176.7% | +132.4% |
| All | +4,294.1% | +592.7% | +3,701.4% | +1,727.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling