+34,084.2%
HD vs OXY
+1,301.2%
+32,783.0%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.5% | 0.0% |
| 7D | -1.2% | -0.2% | -1.0% | -1.1% |
| 30D | +20.9% | -6.4% | +27.2% | +22.2% |
| 3M | -0.2% | -2.6% | +2.5% | -0.1% |
| 6M | +14.5% | +4.8% | +9.7% | +12.3% |
| YTD | +4.3% | +41.2% | -36.8% | -4.7% |
| 1Y | -3.5% | +39.5% | -43.0% | -11.7% |
| 3Y | +30.1% | -0.8% | +31.0% | +25.6% |
| 5Y | +8.5% | +91.6% | -83.1% | -12.5% |
| 10Y | +245.3% | +15.7% | +229.5% | +161.4% |
| All | +34,084.2% | +1,301.2% | +32,783.0% | +13,442.8% |
Cumulative growth
Daily Returns
Daily percentage return beside OXY.
Daily Out/Under-Performance
Portfolio return minus OXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OXY 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 OXY 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