+261.8%
XOM vs HUT
+78.5%
+183.3%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -3.6% | +5.8% | +2.3% |
| 7D | 0.0% | +18.9% | -18.8% | -0.4% |
| 30D | +3.4% | +12.0% | -8.5% | +3.1% |
| 3M | +11.0% | -14.9% | +25.9% | +11.1% |
| 6M | +10.6% | +96.8% | -86.2% | +7.4% |
| YTD | +39.2% | +108.8% | -69.6% | +34.4% |
| 1Y | +52.7% | +227.4% | -174.6% | +44.2% |
| 3Y | +56.8% | +760.3% | -703.5% | +37.0% |
| 5Y | +261.8% | +86.1% | +175.7% | +216.2% |
| All | +261.8% | +78.5% | +183.3% | +216.2% |
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