+269.3%
C vs OXY
-1.9%
+271.1%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.0% | -1.7% | -0.9% |
| 7D | +3.2% | -0.5% | +3.7% | +3.2% |
| 30D | +1.3% | +8.5% | -7.2% | -0.1% |
| 3M | +3.1% | +6.0% | -2.9% | +2.0% |
| 6M | +29.6% | +13.0% | +16.6% | +24.4% |
| YTD | +19.0% | +48.9% | -29.9% | +4.2% |
| 1Y | +45.6% | +36.4% | +9.2% | +30.8% |
| 3Y | +269.3% | -2.3% | +271.6% | +269.2% |
| All | +269.3% | -1.9% | +271.1% | +269.2% |
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 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