+5.9%
OXY vs HAS
+59.3%
-53.5%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.3% | -1.1% | -0.2% |
| 7D | +1.4% | -3.1% | +4.4% | +2.4% |
| 30D | +4.0% | -6.4% | +10.4% | +6.2% |
| 3M | +7.6% | +10.4% | -2.8% | +3.3% |
| 6M | +16.2% | -3.7% | +19.9% | +15.8% |
| YTD | +50.8% | +12.5% | +38.4% | +41.4% |
| 1Y | +34.7% | +19.8% | +14.9% | +23.1% |
| 3Y | -1.0% | +46.0% | -47.0% | -18.5% |
| 5Y | +163.2% | +12.5% | +150.7% | +134.7% |
| All | +5.9% | +59.3% | -53.5% | -15.5% |
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