+184.7%
HIMS vs OXY
+50.4%
+134.3%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.1% | -2.0% | -1.0% |
| 7D | -2.7% | +0.6% | -3.4% | -2.8% |
| 30D | -12.2% | +4.5% | -16.7% | -12.5% |
| 3M | -3.7% | +8.9% | -12.6% | -4.7% |
| 6M | +25.9% | +12.5% | +13.4% | +23.7% |
| YTD | -14.1% | +50.5% | -64.6% | -18.2% |
| 1Y | -41.6% | +38.6% | -80.2% | -44.0% |
| 3Y | +327.3% | -1.2% | +328.5% | +319.7% |
| 5Y | +207.9% | +161.6% | +46.3% | +187.9% |
| All | +184.7% | +50.4% | +134.3% | +165.0% |
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