+53.4%
XOM vs HUT
+772.7%
-719.4%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +6.4% | -5.6% | +0.7% |
| 7D | -2.4% | +28.3% | -30.6% | -2.5% |
| 30D | +5.7% | +12.3% | -6.6% | +5.6% |
| 3M | +6.6% | -16.8% | +23.4% | +6.7% |
| 6M | +7.7% | +111.4% | -103.7% | +5.9% |
| YTD | +36.2% | +116.6% | -80.4% | +33.5% |
| 1Y | +50.5% | +290.5% | -240.0% | +44.9% |
| 3Y | +53.4% | +792.3% | -738.9% | +42.4% |
| All | +53.4% | +772.7% | -719.4% | +42.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HUT.
Daily Out/Under-Performance
Portfolio return minus HUT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUT 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 HUT 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