+1,362.5%
OXY vs HUBB
+150,592.9%
-149,230.4%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.1% | +3.2% | +1.1% |
| 7D | +0.6% | +1.1% | -0.4% | +0.6% |
| 30D | +4.5% | -9.6% | +14.1% | +4.7% |
| 3M | +8.9% | -6.2% | +15.1% | +9.0% |
| 6M | +12.5% | -6.2% | +18.6% | +12.5% |
| YTD | +50.5% | +3.4% | +47.1% | +50.3% |
| 1Y | +38.6% | +5.3% | +33.3% | +38.4% |
| 3Y | -1.2% | +44.4% | -45.6% | -1.9% |
| 5Y | +161.6% | +152.4% | +9.3% | +157.7% |
| 10Y | +5.3% | +437.0% | -431.8% | +3.0% |
| All | +1,362.5% | +150,592.9% | -149,230.4% | +1,522.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBB.
Daily Out/Under-Performance
Portfolio return minus HUBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBB 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 HUBB 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