+219.2%
CVX vs OXY
+7.5%
+211.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.5% | +0.1% | +0.4% |
| 7D | +2.6% | +2.8% | -0.2% | +1.4% |
| 30D | +9.8% | +5.5% | +4.4% | +7.4% |
| 3M | +16.2% | +11.3% | +4.9% | +11.1% |
| 6M | +13.6% | +11.6% | +2.0% | +8.2% |
| YTD | +44.4% | +51.6% | -7.2% | +20.5% |
| 1Y | +40.6% | +36.2% | +4.4% | +22.2% |
| 3Y | +48.2% | +1.7% | +46.5% | +43.9% |
| 5Y | +172.3% | +164.5% | +7.8% | +74.5% |
| All | +219.2% | +7.5% | +211.7% | +135.8% |
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