+261.8%
XOM vs HDB
-38.7%
+300.5%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.8% | +4.0% | +2.3% |
| 7D | 0.0% | -4.9% | +4.9% | +0.4% |
| 30D | +3.4% | -5.8% | +9.3% | +3.9% |
| 3M | +11.0% | -5.2% | +16.2% | +11.1% |
| 6M | +10.6% | -25.7% | +36.3% | +13.5% |
| YTD | +39.2% | -39.6% | +78.8% | +46.8% |
| 1Y | +52.7% | -36.9% | +89.6% | +60.0% |
| 3Y | +56.8% | -29.7% | +86.5% | +60.7% |
| 5Y | +261.8% | -37.8% | +299.6% | +284.5% |
| All | +261.8% | -38.7% | +300.5% | +284.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling