+211.6%
XOM vs HUT
-25.2%
+236.8%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -7.1% | +7.6% | +0.6% |
| 7D | +2.8% | +9.3% | -6.5% | +2.6% |
| 30D | -3.6% | -23.1% | +19.5% | -3.3% |
| 3M | +8.2% | -30.6% | +38.8% | +8.6% |
| 6M | +14.0% | -46.9% | +60.9% | +14.8% |
| YTD | +44.6% | +25.3% | +19.3% | +40.9% |
| 1Y | +47.8% | +59.8% | -12.1% | +42.5% |
| 3Y | +79.6% | +467.2% | -387.6% | +58.3% |
| All | +211.6% | -25.2% | +236.8% | +168.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling