+1,236.5%
OXY vs HAS
+4,733.2%
-3,496.8%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.7% | -2.8% | -1.5% |
| 7D | -8.2% | +2.2% | -10.3% | -8.7% |
| 30D | -7.2% | +29.6% | -36.8% | -13.4% |
| 3M | +0.2% | +30.3% | -30.1% | -6.6% |
| 6M | +6.1% | +25.6% | -19.5% | -0.7% |
| YTD | +37.5% | +50.8% | -13.3% | +21.7% |
| 1Y | +37.7% | +63.0% | -25.3% | +19.3% |
| 3Y | -2.8% | +211.6% | -214.3% | -30.0% |
| 5Y | +77.6% | +50.4% | +27.3% | +51.3% |
| 10Y | +9.5% | +101.9% | -92.4% | -15.1% |
| All | +1,236.5% | +4,733.2% | -3,496.8% | +446.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling