+92.7%
XOP vs HSY
+11.0%
+81.7%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.6% | +0.4% | +0.9% |
| 7D | +6.3% | -2.1% | +8.5% | +6.5% |
| 30D | -6.6% | +6.1% | -12.7% | -7.0% |
| 3M | +3.6% | -5.6% | +9.2% | +3.9% |
| 6M | +10.8% | -9.5% | +20.3% | +11.6% |
| YTD | +48.3% | -2.1% | +50.4% | +47.6% |
| 1Y | +42.9% | +0.8% | +42.2% | +41.8% |
| 3Y | +43.3% | -2.1% | +45.4% | +41.7% |
| All | +92.7% | +11.0% | +81.7% | +57.0% |
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