+821.0%
OXY vs HDB
+3,812.1%
-2,991.1%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.8% |
| 7D | +1.6% | +0.4% | +1.2% | +1.4% |
| 30D | +11.6% | -2.8% | +14.4% | +12.6% |
| 3M | +2.8% | -3.5% | +6.3% | +3.2% |
| 6M | +13.0% | -24.7% | +37.8% | +22.4% |
| YTD | +47.4% | -36.6% | +83.9% | +69.5% |
| 1Y | +31.5% | -34.4% | +65.8% | +48.9% |
| 3Y | -1.9% | -24.4% | +22.5% | +2.5% |
| 5Y | +148.0% | -35.4% | +183.3% | +167.6% |
| 10Y | +2.3% | +39.5% | -37.3% | -18.4% |
| All | +821.0% | +3,812.1% | -2,991.1% | +248.5% |
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