+215.0%
HIMS vs OXY
+157.9%
+57.1%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.2% | -1.9% | -1.7% |
| 7D | -1.4% | +1.4% | -2.7% | -1.6% |
| 30D | -10.1% | +4.0% | -14.1% | -10.7% |
| 3M | -1.2% | +7.6% | -8.8% | -3.0% |
| 6M | +16.9% | +16.2% | +0.7% | +11.4% |
| YTD | -15.5% | +50.8% | -66.3% | -25.0% |
| 1Y | -42.6% | +34.7% | -77.3% | -47.7% |
| 3Y | +320.2% | -1.0% | +321.2% | +302.6% |
| 5Y | +215.0% | +163.2% | +51.9% | +137.5% |
| All | +215.0% | +157.9% | +57.1% | +137.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling