+335.4%
AVGO vs OXY
-2.1%
+337.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.7% | -0.9% |
| 7D | +1.0% | +0.9% | +0.1% | +0.9% |
| 30D | -13.3% | +3.6% | -16.8% | -13.7% |
| 3M | -2.9% | +7.1% | -10.0% | -3.9% |
| 6M | +5.7% | +15.7% | -10.0% | +1.7% |
| YTD | +4.6% | +50.1% | -45.5% | -6.4% |
| 1Y | -1.6% | +34.1% | -35.7% | -9.2% |
| All | +335.4% | -2.1% | +337.5% | +311.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling