-2.3%
OXY vs HST
+68.6%
-70.9%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.1% | +0.9% | +1.0% |
| 7D | -0.5% | +2.0% | -2.5% | -1.0% |
| 30D | +8.5% | -5.2% | +13.7% | +10.0% |
| 3M | +6.0% | -6.2% | +12.2% | +7.3% |
| 6M | +13.0% | +20.4% | -7.5% | +3.3% |
| YTD | +48.9% | +30.6% | +18.3% | +30.6% |
| 1Y | +36.4% | +37.4% | -0.9% | +16.7% |
| 3Y | -2.3% | +66.1% | -68.4% | -24.5% |
| All | -2.3% | +68.6% | -70.9% | -24.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling