+45.3%
XOP vs ALHC
-51.4%
+96.7%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +10.1% | -16.5% | -5.9% |
| 7D | -10.5% | -0.5% | -10.0% | -10.4% |
| 30D | -4.3% | -4.2% | -0.1% | -4.3% |
| 3M | +4.7% | -39.8% | +44.5% | +2.4% |
| 6M | -0.1% | -57.7% | +57.7% | -3.0% |
| YTD | +43.8% | -58.8% | +102.6% | +39.7% |
| 1Y | +45.3% | -52.4% | +97.6% | +41.7% |
| All | +45.3% | -51.4% | +96.7% | +41.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 ALHC 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