-43.4%
CCL vs OXY
+7.0%
-50.3%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.2% | -1.1% |
| 7D | -4.3% | +1.4% | -5.7% | -4.9% |
| 30D | -19.0% | +4.0% | -23.0% | -20.6% |
| 3M | -13.1% | +7.6% | -20.7% | -17.2% |
| 6M | -13.3% | +16.2% | -29.5% | -22.9% |
| YTD | -25.2% | +50.8% | -76.1% | -42.0% |
| 1Y | -27.2% | +34.7% | -61.9% | -40.8% |
| 3Y | +49.2% | -1.0% | +50.2% | +35.6% |
| 5Y | +0.4% | +163.2% | -162.8% | -50.6% |
| All | -43.4% | +7.0% | -50.3% | -74.6% |
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