+34.7%
OXY vs HUT
+200.6%
-166.0%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -5.5% | +5.8% | +0.1% |
| 7D | +1.4% | +2.8% | -1.5% | +1.5% |
| 30D | +4.0% | +2.1% | +2.0% | +4.2% |
| 3M | +7.6% | -14.3% | +21.9% | +7.6% |
| 6M | +16.2% | +84.2% | -68.0% | +17.1% |
| YTD | +50.8% | +97.2% | -46.4% | +50.9% |
| 1Y | +34.7% | +192.7% | -158.0% | +39.7% |
| All | +34.7% | +200.6% | -166.0% | +39.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling