+60.4%
HL vs OXY
+1,393.8%
-1,333.4%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.1% | +0.8% | +1.5% |
| 7D | +0.4% | +0.6% | -0.3% | +0.1% |
| 30D | +18.8% | +4.5% | +14.3% | +16.5% |
| 3M | +43.7% | +8.9% | +34.8% | +36.8% |
| 6M | -1.0% | +12.5% | -13.5% | -9.3% |
| YTD | +8.7% | +50.5% | -41.8% | -12.2% |
| 1Y | +105.0% | +38.6% | +66.4% | +70.7% |
| 3Y | +427.3% | -1.2% | +428.5% | +397.3% |
| 5Y | +249.3% | +161.6% | +87.7% | +104.3% |
| 10Y | +284.2% | +5.3% | +278.9% | +150.2% |
| All | +60.4% | +1,393.8% | -1,333.4% | -32.2% |
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 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