+6.4%
OXY vs HUBS
+323.9%
-317.5%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.3% | +0.4% |
| 7D | +2.8% | -9.0% | +11.8% | +4.3% |
| 30D | +5.5% | +7.2% | -1.8% | +3.7% |
| 3M | +11.3% | +20.9% | -9.6% | +5.8% |
| 6M | +11.6% | -13.0% | +24.6% | +10.6% |
| YTD | +51.6% | -43.8% | +95.4% | +61.0% |
| 1Y | +36.2% | -54.6% | +90.9% | +49.9% |
| 3Y | +1.7% | -58.5% | +60.2% | +10.4% |
| 5Y | +164.5% | -66.4% | +230.9% | +178.8% |
| All | +6.4% | +323.9% | -317.5% | -43.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBS.
Daily Out/Under-Performance
Portfolio return minus HUBS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBS 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 HUBS 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