+392.8%
HL vs OXY
-1.2%
+394.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.5% | -1.7% | -1.3% |
| 7D | -4.4% | +2.8% | -7.2% | -4.9% |
| 30D | +9.3% | +5.5% | +3.9% | +8.1% |
| 3M | +32.0% | +11.3% | +20.7% | +28.6% |
| 6M | -6.4% | +11.6% | -18.0% | -11.3% |
| YTD | +3.1% | +51.6% | -48.4% | -14.0% |
| 1Y | +77.6% | +36.2% | +41.4% | +53.7% |
| 3Y | +392.8% | +1.7% | +391.1% | +409.2% |
| All | +392.8% | -1.2% | +394.0% | +409.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling