+51.1%
XOM vs HDB
-37.9%
+89.1%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.1% | +1.7% | +0.4% |
| 7D | +1.9% | -6.2% | +8.0% | +0.7% |
| 30D | +4.1% | -6.2% | +10.3% | +2.8% |
| 3M | +10.4% | -5.9% | +16.3% | +9.9% |
| 6M | +13.0% | -25.9% | +38.9% | +10.9% |
| YTD | +40.1% | -40.2% | +80.3% | +38.5% |
| 1Y | +51.1% | -38.0% | +89.1% | +48.4% |
| All | +51.1% | -37.9% | +89.1% | +48.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 1y: compounded portfolio wealth divided by compounded HDB 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…
1y analysis · Full analysis span regression · 6 months rolling