+54.8%
XOP vs HSY
+130.0%
-75.1%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.2% | -1.0% | 0.0% |
| 7D | +1.6% | -0.4% | +2.0% | +1.7% |
| 30D | +9.6% | -3.4% | +13.0% | +10.4% |
| 3M | +16.9% | -0.5% | +17.4% | +16.6% |
| 6M | +24.0% | -19.1% | +43.2% | +29.8% |
| YTD | +56.2% | -2.1% | +58.3% | +55.1% |
| 1Y | +51.8% | -3.2% | +55.0% | +50.8% |
| 3Y | +37.0% | -8.8% | +45.8% | +36.4% |
| 5Y | +163.4% | +13.0% | +150.4% | +137.5% |
| All | +54.8% | +130.0% | -75.1% | +31.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HSY.
Daily Out/Under-Performance
Portfolio return minus HSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HSY 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 HSY 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