+151.4%
ADBE vs OXY
+7.5%
+143.9%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.5% | +0.9% | +1.3% |
| 7D | -5.4% | +2.8% | -8.2% | -5.7% |
| 30D | -2.5% | +5.5% | -8.0% | -3.2% |
| 3M | +15.3% | +11.3% | +4.0% | +13.4% |
| 6M | -7.8% | +11.6% | -19.4% | -9.5% |
| YTD | -27.9% | +51.6% | -79.5% | -32.3% |
| 1Y | -28.0% | +36.2% | -64.3% | -31.5% |
| 3Y | -55.3% | +1.7% | -57.0% | -56.3% |
| 5Y | -61.7% | +164.5% | -226.2% | -67.3% |
| All | +151.4% | +7.5% | +143.9% | +152.3% |
Cumulative growth
Daily Returns
Daily percentage return beside OXY.
Daily Out/Under-Performance
Portfolio return minus OXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OXY 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 OXY 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