+2,770.9%
AVGO vs OXY
+7.5%
+2,763.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.5% | -0.2% | +0.2% |
| 7D | +1.1% | +2.8% | -1.7% | +0.6% |
| 30D | -13.0% | +5.5% | -18.4% | -13.9% |
| 3M | -6.0% | +11.3% | -17.3% | -8.2% |
| 6M | +6.4% | +11.6% | -5.2% | +3.1% |
| YTD | +5.0% | +51.6% | -46.6% | -4.7% |
| 1Y | +1.4% | +36.2% | -34.8% | -6.3% |
| 3Y | +336.8% | +1.7% | +335.1% | +322.8% |
| 5Y | +698.2% | +164.5% | +533.7% | +523.2% |
| All | +2,770.9% | +7.5% | +2,763.5% | +2,319.9% |
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