+162.0%
OXY vs HDB
-38.6%
+200.6%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +0.9% | -0.2% |
| 7D | +0.9% | -6.2% | +7.1% | +1.3% |
| 30D | +3.6% | -6.2% | +9.8% | +4.0% |
| 3M | +7.1% | -5.9% | +13.0% | +7.1% |
| 6M | +15.7% | -25.9% | +41.6% | +18.7% |
| YTD | +50.1% | -40.2% | +90.4% | +59.3% |
| 1Y | +34.1% | -38.0% | +72.1% | +41.2% |
| 3Y | -1.5% | -30.5% | +29.0% | +0.5% |
| 5Y | +162.0% | -38.1% | +200.1% | +174.7% |
| All | +162.0% | -38.6% | +200.6% | +174.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling