+1,670.8%
ASML vs OXY
+1.4%
+1,669.4%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.9% | +5.1% | +4.3% |
| 7D | +1.1% | +1.6% | -0.5% | +0.8% |
| 30D | +2.2% | +11.6% | -9.4% | +0.3% |
| 3M | -2.3% | +2.8% | -5.1% | -3.0% |
| 6M | +23.0% | +13.0% | +9.9% | +18.7% |
| YTD | +61.1% | +47.4% | +13.7% | +47.5% |
| 1Y | +129.1% | +31.5% | +97.6% | +113.6% |
| 3Y | +165.4% | -1.9% | +167.3% | +158.3% |
| 5Y | +109.5% | +148.0% | -38.5% | +69.7% |
| All | +1,670.8% | +1.4% | +1,669.4% | +1,680.7% |
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 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