+805.4%
OXY vs HDB
+4,259.4%
-3,454.0%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -2.4% |
| 6M | +5.5% | +8.2% | -2.6% | +0.9% |
| YTD | +44.9% | -29.3% | +74.2% | +59.3% |
| 1Y | +42.6% | -28.8% | +71.4% | +56.2% |
| 3Y | +0.7% | -7.5% | +8.2% | -2.7% |
| 5Y | +96.9% | -23.1% | +119.9% | +98.1% |
| 10Y | +18.8% | +63.7% | -44.9% | -11.0% |
| All | +805.4% | +4,259.4% | -3,454.0% | +227.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling