+0.7%
OXY vs HWM
+348.7%
-348.0%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.0% | +1.6% | +0.6% |
| 7D | +4.2% | +7.3% | -3.1% | +3.9% |
| 30D | -4.3% | +1.6% | -5.9% | -4.3% |
| 3M | +2.3% | -21.9% | +24.2% | +3.6% |
| 6M | +5.5% | -19.0% | +24.6% | +6.6% |
| YTD | +44.9% | +7.9% | +36.9% | +38.8% |
| 1Y | +42.6% | +9.9% | +32.7% | +36.0% |
| 3Y | +0.7% | +342.1% | -341.4% | -12.5% |
| All | +0.7% | +348.7% | -348.0% | -12.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HWM.
Daily Out/Under-Performance
Portfolio return minus HWM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HWM 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 3y: compounded portfolio wealth divided by compounded HWM 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…
3y analysis · Full analysis span regression · 6 months rolling