+58.8%
XOM vs HDB
-30.2%
+89.0%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.8% | +4.0% | +2.2% |
| 7D | 0.0% | -4.9% | +4.9% | 0.0% |
| 30D | +3.4% | -5.8% | +9.3% | +3.4% |
| 3M | +11.0% | -5.2% | +16.2% | +10.8% |
| 6M | +10.6% | -25.7% | +36.3% | +12.0% |
| YTD | +39.2% | -39.6% | +78.8% | +43.9% |
| 1Y | +52.7% | -36.9% | +89.6% | +57.0% |
| All | +58.8% | -30.2% | +89.0% | +57.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling