+92.2%
OXY vs ALHC
-63.9%
+156.1%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +5.5% | -3.5% | +2.0% |
| 7D | -5.8% | +3.8% | -9.6% | -5.9% |
| 30D | -5.3% | +1.7% | -7.0% | -5.4% |
| 3M | -2.5% | -44.3% | +41.8% | -2.1% |
| 6M | +8.3% | -57.2% | +65.5% | +8.7% |
| YTD | +40.3% | -61.2% | +101.5% | +41.1% |
| 1Y | +38.8% | -53.2% | +92.0% | +38.8% |
| 3Y | -1.4% | +27.8% | -29.3% | -7.5% |
| 5Y | +92.2% | -65.4% | +157.6% | +89.6% |
| All | +92.2% | -63.9% | +156.1% | +89.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 ALHC 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