+651.5%
ADI vs OXY
+7.5%
+644.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.5% | +4.4% | +4.8% |
| 7D | +4.6% | +2.8% | +1.7% | +4.0% |
| 30D | -1.2% | +5.5% | -6.6% | -2.3% |
| 3M | -7.8% | +11.3% | -19.1% | -10.1% |
| 6M | +19.3% | +11.6% | +7.7% | +15.4% |
| YTD | +40.9% | +51.6% | -10.6% | +27.3% |
| 1Y | +54.5% | +36.2% | +18.3% | +42.3% |
| 3Y | +123.4% | +1.7% | +121.7% | +116.3% |
| 5Y | +142.3% | +164.5% | -22.2% | +87.7% |
| All | +651.5% | +7.5% | +644.0% | +520.2% |
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