+36.2%
OXY vs HLT
+12.2%
+24.0%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | +2.8% | -1.6% | +4.4% | +2.4% |
| 30D | +5.5% | -5.0% | +10.5% | +4.2% |
| 3M | +11.3% | -10.4% | +21.7% | +8.8% |
| 6M | +11.6% | +3.2% | +8.4% | +10.3% |
| YTD | +51.6% | +6.7% | +44.8% | +46.5% |
| 1Y | +36.2% | +10.3% | +25.9% | +28.7% |
| All | +36.2% | +12.2% | +24.0% | +28.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HLT.
Daily Out/Under-Performance
Portfolio return minus HLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HLT 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 1y: compounded portfolio wealth divided by compounded HLT 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…
1y analysis · Full analysis span regression · 6 months rolling