+1,332.5%
OXY vs HAS
+3,598.5%
-2,266.0%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.8% |
| 7D | +1.6% | -1.8% | +3.4% | +2.1% |
| 30D | +11.6% | +2.3% | +9.3% | +10.9% |
| 3M | +2.8% | +10.4% | -7.6% | -0.2% |
| 6M | +13.0% | -3.2% | +16.3% | +12.7% |
| YTD | +47.4% | +15.4% | +32.0% | +40.0% |
| 1Y | +31.5% | +18.8% | +12.7% | +23.8% |
| 3Y | -1.9% | +43.9% | -45.9% | -14.0% |
| 5Y | +148.0% | +13.9% | +134.1% | +126.9% |
| 10Y | +2.3% | +56.4% | -54.2% | -15.2% |
| All | +1,332.5% | +3,598.5% | -2,266.0% | +529.0% |
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