+195.8%
XOM vs HAS
+51.1%
+144.7%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.7% | -2.4% | -0.9% |
| 7D | -8.3% | +2.2% | -10.5% | -8.6% |
| 30D | -2.5% | +29.6% | -32.1% | -6.5% |
| 3M | +8.3% | +30.3% | -21.9% | +3.7% |
| 6M | +15.5% | +25.6% | -10.2% | +11.0% |
| YTD | +39.6% | +50.8% | -11.2% | +29.1% |
| 1Y | +44.6% | +63.0% | -18.4% | +31.6% |
| 3Y | +76.6% | +211.6% | -135.0% | +38.3% |
| 5Y | +195.8% | +50.4% | +145.4% | +169.0% |
| All | +195.8% | +51.1% | +144.7% | +169.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling