+36.2%
OXY vs JHX
+43.8%
-7.6%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.0% | -0.5% | +0.7% |
| 7D | +2.8% | -6.3% | +9.2% | +1.4% |
| 30D | +5.5% | -7.7% | +13.2% | +3.7% |
| 3M | +11.3% | +19.2% | -7.9% | +16.2% |
| 6M | +11.6% | +38.3% | -26.7% | +22.1% |
| YTD | +51.6% | +37.2% | +14.4% | +65.4% |
| 1Y | +36.2% | +42.3% | -6.1% | +49.6% |
| All | +36.2% | +43.8% | -7.6% | +49.6% |
Cumulative growth
Daily Returns
Daily percentage return beside JHX.
Daily Out/Under-Performance
Portfolio return minus JHX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JHX 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 JHX 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