+218.3%
C vs OXY
+15.0%
+203.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.6% | +1.0% | +1.4% |
| 7D | -0.4% | -0.2% | -0.3% | -0.4% |
| 30D | -5.3% | -6.4% | +1.0% | -3.5% |
| 3M | -8.0% | -2.6% | -5.4% | -7.8% |
| 6M | -0.3% | +4.8% | -5.0% | -3.3% |
| YTD | +8.6% | +41.2% | -32.5% | -6.8% |
| 1Y | +25.8% | +39.5% | -13.7% | +8.1% |
| 3Y | +221.2% | -0.8% | +222.0% | +205.0% |
| 5Y | +113.6% | +91.6% | +22.0% | +49.5% |
| 10Y | +218.3% | +15.7% | +202.6% | +104.2% |
| All | +218.3% | +15.0% | +203.3% | +104.2% |
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