+189.0%
CDE vs OXY
+160.1%
+28.9%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.5% | +0.7% | +1.0% |
| 7D | -3.1% | +2.8% | -5.9% | -4.1% |
| 30D | +9.5% | +5.5% | +4.0% | +7.3% |
| 3M | +25.5% | +11.3% | +14.2% | +19.5% |
| 6M | -7.9% | +11.6% | -19.5% | -15.0% |
| YTD | +15.6% | +51.6% | -36.0% | -7.7% |
| 1Y | +34.0% | +36.2% | -2.2% | +11.7% |
| 3Y | +791.9% | +1.7% | +790.2% | +733.7% |
| All | +189.0% | +160.1% | +28.9% | +111.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling