+13.7%
OXY vs HAS
+102.6%
-88.9%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.7% | +1.3% | +1.8% |
| 7D | -5.8% | +3.3% | -9.1% | -6.9% |
| 30D | -5.3% | +30.5% | -35.9% | -13.8% |
| 3M | -2.5% | +29.9% | -32.4% | -11.3% |
| 6M | +8.3% | +26.5% | -18.3% | -1.2% |
| YTD | +40.3% | +51.9% | -11.6% | +18.3% |
| 1Y | +38.8% | +60.9% | -22.1% | +14.5% |
| 3Y | -1.4% | +215.0% | -216.4% | -39.0% |
| 5Y | +92.2% | +51.5% | +40.7% | +54.9% |
| 10Y | +13.7% | +102.2% | -88.5% | -18.4% |
| All | +13.7% | +102.6% | -88.9% | -18.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 10y: compounded portfolio wealth divided by compounded HAS 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…
10y analysis · Full analysis span regression · 6 months rolling