+67.0%
XOP vs HAS
+1,133.6%
-1,066.6%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | 0.0% |
| 7D | -14.7% | -0.2% | -14.6% | -14.7% |
| 30D | -7.7% | +31.0% | -38.7% | -18.2% |
| 3M | +4.4% | +30.7% | -26.2% | -7.6% |
| 6M | +3.5% | +23.9% | -20.4% | -7.2% |
| YTD | +39.4% | +48.3% | -8.9% | +13.5% |
| 1Y | +39.8% | +60.2% | -20.4% | +9.7% |
| 3Y | +29.7% | +189.2% | -159.6% | -25.6% |
| 5Y | +78.6% | +50.4% | +28.2% | +34.4% |
| 10Y | +51.8% | +104.2% | -52.3% | -12.2% |
| All | +67.0% | +1,133.6% | -1,066.6% | -59.8% |
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