+153.3%
XOP vs JHX
-27.7%
+181.0%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.0% | -0.9% | 0.0% |
| 7D | +2.6% | -6.3% | +8.9% | +3.5% |
| 30D | +9.6% | -7.7% | +17.3% | +10.7% |
| 3M | +20.4% | +19.2% | +1.2% | +16.7% |
| 6M | +19.9% | +38.3% | -18.4% | +12.2% |
| YTD | +56.4% | +37.2% | +19.2% | +46.1% |
| 1Y | +52.4% | +42.3% | +10.2% | +40.6% |
| 3Y | +39.9% | -4.4% | +44.3% | +29.8% |
| All | +153.3% | -27.7% | +181.0% | +163.4% |
Cumulative growth
Daily Returns
Daily percentage return beside JHX.
Daily Out/Under-Performance
Portfolio return minus JHX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JHX 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 JHX 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