+53.4%
XOM vs HAS
+45.6%
+7.8%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.4% | +3.1% | +1.1% |
| 7D | -2.4% | -3.1% | +0.7% | -2.0% |
| 30D | +5.7% | -2.7% | +8.4% | +6.0% |
| 3M | +6.6% | +8.9% | -2.4% | +5.0% |
| 6M | +7.7% | -2.9% | +10.6% | +7.7% |
| YTD | +36.2% | +12.6% | +23.5% | +32.4% |
| 1Y | +50.5% | +17.5% | +33.0% | +45.0% |
| 3Y | +53.4% | +46.2% | +7.2% | +47.4% |
| All | +53.4% | +45.6% | +7.8% | +47.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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