+39.4%
XOP vs HBM
+506.5%
-467.2%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +0.6% |
| 7D | +1.0% | +5.5% | -4.6% | +0.3% |
| 30D | +10.8% | +3.3% | +7.6% | +10.2% |
| 3M | +19.5% | +12.7% | +6.8% | +16.9% |
| 6M | +21.6% | +28.2% | -6.6% | +14.9% |
| YTD | +55.8% | +45.3% | +10.5% | +40.9% |
| 1Y | +54.6% | +121.7% | -67.1% | +25.0% |
| All | +39.4% | +506.5% | -467.2% | -19.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling