+52.6%
XOM vs HLT
+46.7%
+5.9%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +3.5% | -8.1% | -3.6% |
| 7D | -7.0% | +7.7% | -14.7% | -5.1% |
| 30D | +3.2% | +19.1% | -15.9% | +8.3% |
| 3M | +10.7% | +20.7% | -10.1% | +16.7% |
| 6M | +11.6% | +21.0% | -9.4% | +18.1% |
| YTD | +43.5% | +31.3% | +12.2% | +52.0% |
| 1Y | +52.6% | +45.9% | +6.7% | +61.2% |
| All | +52.6% | +46.7% | +5.9% | +61.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HLT.
Daily Out/Under-Performance
Portfolio return minus HLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HLT 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 HLT 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