+43.3%
XOP vs HAS
+212.5%
-169.2%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.8% | +1.7% | +1.1% |
| 7D | +6.3% | +1.4% | +5.0% | +6.1% |
| 30D | -6.6% | +26.3% | -32.9% | -10.9% |
| 3M | +3.6% | +25.6% | -22.0% | -1.2% |
| 6M | +10.8% | +30.3% | -19.5% | +4.7% |
| YTD | +48.3% | +50.4% | -2.1% | +33.1% |
| 1Y | +42.9% | +57.7% | -14.8% | +26.3% |
| 3Y | +43.3% | +213.4% | -170.1% | +0.1% |
| All | +43.3% | +212.5% | -169.2% | +0.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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