+42.9%
XOP vs HBM
+25.3%
+17.7%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.1% | +2.0% | +0.8% |
| 7D | +6.3% | +2.2% | +4.1% | +6.5% |
| 30D | -6.6% | -11.8% | +5.2% | -7.3% |
| 3M | +3.6% | -19.2% | +22.8% | +2.3% |
| 6M | +10.8% | -22.9% | +33.6% | +10.3% |
| YTD | +48.3% | +7.8% | +40.5% | +44.0% |
| 1Y | +42.9% | +34.9% | +8.0% | +28.9% |
| All | +42.9% | +25.3% | +17.7% | +28.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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