+19.5%
OXY vs HUT
+450.5%
-431.1%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +8.8% | -8.3% | -0.1% |
| 7D | +2.8% | +5.4% | -2.6% | +2.4% |
| 30D | +5.5% | +8.6% | -3.2% | +4.6% |
| 3M | +11.3% | -15.2% | +26.5% | +11.5% |
| 6M | +11.6% | +92.9% | -81.3% | +4.2% |
| YTD | +51.6% | +114.6% | -63.1% | +39.5% |
| 1Y | +36.2% | +208.5% | -172.3% | +20.3% |
| 3Y | +1.7% | +821.5% | -819.8% | -23.4% |
| 5Y | +164.5% | +101.8% | +62.6% | +106.9% |
| All | +19.5% | +450.5% | -431.1% | -35.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HUT.
Daily Out/Under-Performance
Portfolio return minus HUT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUT 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 HUT 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