+1.2%
OXY vs HBM
+460.9%
-459.6%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -7.5% | +7.8% | +0.9% |
| 7D | +1.4% | -3.7% | +5.1% | +1.7% |
| 30D | +4.0% | -3.7% | +7.7% | +4.2% |
| 3M | +7.6% | +8.0% | -0.4% | +6.2% |
| 6M | +16.2% | +15.8% | +0.4% | +12.3% |
| YTD | +50.8% | +34.4% | +16.5% | +40.2% |
| 1Y | +34.7% | +98.2% | -63.5% | +14.6% |
| All | +1.2% | +460.9% | -459.6% | -36.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 3y: compounded portfolio wealth divided by compounded HBM 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…
3y analysis · Full analysis span regression · 6 months rolling