+82.5%
XOP vs HSY
+419.7%
-337.2%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.1% | +0.2% | -0.4% |
| 7D | +2.6% | -3.3% | +5.9% | +3.9% |
| 30D | +15.4% | -2.8% | +18.3% | +16.6% |
| 3M | +12.1% | -4.5% | +16.5% | +13.2% |
| 6M | +19.7% | -24.2% | +43.9% | +31.8% |
| YTD | +52.4% | -2.7% | +55.1% | +51.2% |
| 1Y | +47.6% | -3.7% | +51.3% | +46.3% |
| 3Y | +34.4% | -11.5% | +45.8% | +33.9% |
| 5Y | +154.4% | +10.3% | +144.0% | +123.4% |
| 10Y | +54.7% | +122.1% | -67.4% | -7.4% |
| All | +82.5% | +419.7% | -337.2% | -46.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling