+49.9%
XOP vs HDB
+64.3%
-14.5%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.2% | +2.5% | +2.6% |
| 7D | +0.5% | +6.9% | -6.5% | -1.6% |
| 30D | -7.3% | +15.2% | -22.5% | -11.6% |
| 3M | +1.4% | +11.7% | -10.3% | -2.7% |
| 6M | +7.8% | +7.5% | +0.2% | +3.8% |
| YTD | +44.5% | -28.8% | +73.3% | +59.7% |
| 1Y | +37.0% | -29.1% | +66.1% | +51.5% |
| 3Y | +40.8% | -7.0% | +47.8% | +35.8% |
| 5Y | +88.7% | -22.1% | +110.7% | +91.6% |
| 10Y | +49.9% | +64.9% | -15.0% | +13.6% |
| All | +49.9% | +64.3% | -14.5% | +13.6% |
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