+51.7%
XOP vs HDB
+63.5%
-11.9%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.5% | +0.5% | +0.8% |
| 7D | +6.3% | +2.7% | +3.6% | +5.4% |
| 30D | -6.6% | +14.1% | -20.7% | -10.7% |
| 3M | +3.6% | +11.8% | -8.3% | -0.7% |
| 6M | +10.8% | +8.2% | +2.6% | +6.4% |
| YTD | +48.3% | -29.3% | +77.6% | +64.2% |
| 1Y | +42.9% | -28.8% | +71.7% | +57.7% |
| 3Y | +43.3% | -7.5% | +50.8% | +38.4% |
| 5Y | +94.0% | -23.1% | +117.0% | +97.9% |
| All | +51.7% | +63.5% | -11.9% | +14.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 10y: compounded portfolio wealth divided by compounded HDB 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…
10y analysis · Full analysis span regression · 6 months rolling