+32,355.3%
AVGO vs OXY
+43.0%
+32,312.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.0% | +2.0% | +2.7% |
| 7D | -0.3% | -0.5% | +0.2% | -0.2% |
| 30D | -13.8% | +8.5% | -22.3% | -15.6% |
| 3M | -6.9% | +6.0% | -12.9% | -8.7% |
| 6M | +11.9% | +13.0% | -1.0% | +7.2% |
| YTD | +6.9% | +48.9% | -42.0% | -5.0% |
| 1Y | +7.4% | +36.4% | -29.0% | -2.8% |
| 3Y | +345.6% | -2.3% | +347.9% | +332.0% |
| 5Y | +718.9% | +160.6% | +558.3% | +490.2% |
| 10Y | +2,755.4% | +2.0% | +2,753.4% | +2,259.4% |
| All | +32,355.3% | +43.0% | +32,312.3% | +20,710.5% |
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