+1,034.4%
CCL vs OXY
+1,338.2%
-303.8%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.6% | -1.0% | -0.6% |
| 7D | -1.2% | +4.2% | -5.4% | -2.7% |
| 30D | +13.1% | -4.3% | +17.5% | +14.4% |
| 3M | +3.4% | +2.3% | +1.1% | +1.3% |
| 6M | +18.7% | +5.5% | +13.2% | +13.0% |
| YTD | -2.3% | +44.9% | -47.1% | -20.4% |
| 1Y | +14.2% | +42.6% | -28.4% | -6.6% |
| 3Y | +133.6% | +0.7% | +132.8% | +113.2% |
| 5Y | +33.5% | +96.9% | -63.4% | -12.6% |
| 10Y | -32.8% | +18.8% | -51.6% | -57.0% |
| All | +1,034.4% | +1,338.2% | -303.8% | +249.1% |
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