+213.2%
XOM vs HUT
+422.3%
-209.1%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +6.2% | -7.9% | -1.9% |
| 7D | +1.8% | +17.8% | -16.0% | +1.1% |
| 30D | +5.9% | +0.8% | +5.0% | +5.7% |
| 3M | +5.6% | -26.8% | +32.3% | +6.3% |
| 6M | +7.9% | +72.6% | -64.7% | +4.0% |
| YTD | +35.2% | +103.6% | -68.4% | +28.8% |
| 1Y | +46.0% | +265.3% | -219.3% | +34.1% |
| 3Y | +55.0% | +689.4% | -634.4% | +30.6% |
| 5Y | +246.3% | +75.3% | +171.0% | +197.5% |
| All | +213.2% | +422.3% | -209.1% | +105.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling