+81.1%
OXY vs HBM
+654.4%
-573.3%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +5.8% | -4.7% | -0.5% |
| 7D | -0.5% | +7.4% | -7.8% | -2.4% |
| 30D | +8.5% | +5.1% | +3.4% | +6.7% |
| 3M | +6.0% | +11.1% | -5.1% | +1.2% |
| 6M | +13.0% | +30.2% | -17.2% | +0.1% |
| YTD | +48.9% | +46.2% | +2.7% | +25.9% |
| 1Y | +36.4% | +120.0% | -83.6% | +1.3% |
| 3Y | -2.3% | +527.4% | -529.7% | -49.7% |
| 5Y | +160.6% | +400.4% | -239.8% | +35.0% |
| 10Y | +2.0% | +621.5% | -619.5% | -59.0% |
| All | +81.1% | +654.4% | -573.3% | -44.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling