+6.4%
OXY vs HRB
+209.1%
-202.7%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.5% | 0.0% | +0.3% |
| 7D | +2.8% | -8.0% | +10.9% | +5.2% |
| 30D | +5.5% | -16.0% | +21.4% | +10.5% |
| 3M | +11.3% | +26.9% | -15.6% | +2.3% |
| 6M | +11.6% | +51.1% | -39.5% | -4.0% |
| YTD | +51.6% | +7.1% | +44.5% | +44.3% |
| 1Y | +36.2% | -9.6% | +45.8% | +36.7% |
| 3Y | +1.7% | +25.4% | -23.7% | -12.3% |
| 5Y | +164.5% | +114.9% | +49.6% | +76.8% |
| All | +6.4% | +209.1% | -202.7% | -39.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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