+160.6%
XOP vs HSY
+10.6%
+150.0%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +0.6% |
| 7D | +1.0% | -3.0% | +3.9% | +1.2% |
| 30D | +10.8% | -5.0% | +15.9% | +11.2% |
| 3M | +19.5% | -1.3% | +20.8% | +19.4% |
| 6M | +21.6% | -21.5% | +43.1% | +24.1% |
| YTD | +55.8% | -3.3% | +59.1% | +55.4% |
| 1Y | +54.6% | -5.5% | +60.1% | +54.6% |
| 3Y | +36.6% | -9.9% | +46.6% | +37.1% |
| 5Y | +160.6% | +11.3% | +149.3% | +156.6% |
| All | +160.6% | +10.6% | +150.0% | +156.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling