+37,168.6%
ADI vs OXY
+1,377.9%
+35,790.7%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.0% | -0.8% | 0.0% |
| 7D | +2.4% | -0.5% | +2.9% | +2.6% |
| 30D | -6.6% | +8.5% | -15.0% | -8.5% |
| 3M | -9.8% | +6.0% | -15.8% | -11.6% |
| 6M | +15.7% | +13.0% | +2.7% | +10.6% |
| YTD | +35.1% | +48.9% | -13.8% | +20.0% |
| 1Y | +47.7% | +36.4% | +11.3% | +33.6% |
| 3Y | +114.5% | -2.3% | +116.7% | +109.0% |
| 5Y | +141.2% | +160.6% | -19.4% | +74.9% |
| 10Y | +611.3% | +2.0% | +609.3% | +446.1% |
| All | +37,168.6% | +1,377.9% | +35,790.7% | +15,095.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling