+36.2%
OXY vs HST
+36.5%
-0.3%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.5% | 0.0% | +0.6% |
| 7D | +2.8% | +0.9% | +2.0% | +3.0% |
| 30D | +5.5% | -2.5% | +7.9% | +5.1% |
| 3M | +11.3% | -5.1% | +16.4% | +10.3% |
| 6M | +11.6% | +21.6% | -10.0% | +9.7% |
| YTD | +51.6% | +31.6% | +19.9% | +42.4% |
| 1Y | +36.2% | +36.1% | +0.1% | +25.5% |
| All | +36.2% | +36.5% | -0.3% | +25.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HST.
Daily Out/Under-Performance
Portfolio return minus HST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HST 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 HST 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