+131.1%
ADI vs OXY
+157.9%
-26.8%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.3% | -1.1% |
| 7D | +1.3% | +1.4% | 0.0% | +1.1% |
| 30D | -6.0% | +4.0% | -10.0% | -6.7% |
| 3M | -7.7% | +7.6% | -15.3% | -9.3% |
| 6M | +14.0% | +16.2% | -2.2% | +9.1% |
| YTD | +34.4% | +50.8% | -16.4% | +20.6% |
| 1Y | +48.0% | +34.7% | +13.3% | +36.0% |
| 3Y | +113.3% | -1.0% | +114.3% | +103.2% |
| 5Y | +131.1% | +163.2% | -32.1% | +96.8% |
| All | +131.1% | +157.9% | -26.8% | +96.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling