+161.6%
OXY vs HUT
+78.5%
+83.2%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.6% | +4.7% | +1.3% |
| 7D | +0.6% | +18.9% | -18.2% | -0.3% |
| 30D | +4.5% | +12.0% | -7.5% | +3.7% |
| 3M | +8.9% | -14.9% | +23.8% | +9.1% |
| 6M | +12.5% | +96.8% | -84.3% | +6.0% |
| YTD | +50.5% | +108.8% | -58.3% | +40.3% |
| 1Y | +38.6% | +227.4% | -188.8% | +23.6% |
| 3Y | -1.2% | +760.3% | -761.5% | -23.7% |
| 5Y | +161.6% | +86.1% | +75.6% | +122.0% |
| All | +161.6% | +78.5% | +83.2% | +122.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling