+17.3%
OXY vs HDB
+63.5%
-46.2%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.5% | +0.1% | +0.4% |
| 7D | +4.2% | +2.7% | +1.5% | +3.2% |
| 30D | -4.3% | +14.1% | -18.5% | -9.0% |
| 3M | +2.3% | +11.8% | -9.5% | -2.3% |
| 6M | +5.5% | +8.2% | -2.6% | +0.9% |
| YTD | +44.9% | -29.3% | +74.2% | +61.9% |
| 1Y | +42.6% | -28.8% | +71.4% | +58.7% |
| 3Y | +0.7% | -7.5% | +8.2% | -4.0% |
| 5Y | +96.9% | -23.1% | +119.9% | +98.1% |
| All | +17.3% | +63.5% | -46.2% | -8.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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