+82.5%
XOP vs HAS
+859.9%
-777.4%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.6% |
| 7D | +2.6% | -1.8% | +4.4% | +3.4% |
| 30D | +15.4% | +2.3% | +13.2% | +14.2% |
| 3M | +12.1% | +10.4% | +1.7% | +6.5% |
| 6M | +19.7% | -3.2% | +22.9% | +18.8% |
| YTD | +52.4% | +15.4% | +37.0% | +39.0% |
| 1Y | +47.6% | +18.8% | +28.8% | +32.4% |
| 3Y | +34.4% | +43.9% | -9.6% | +5.9% |
| 5Y | +154.4% | +13.9% | +140.5% | +116.6% |
| 10Y | +54.7% | +56.4% | -1.7% | +0.8% |
| All | +82.5% | +859.9% | -777.4% | -50.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling