+159.7%
GILD vs OXY
+7.5%
+152.3%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.5% | -1.2% | -0.8% |
| 7D | -4.8% | +2.8% | -7.7% | -5.0% |
| 30D | +5.8% | +5.5% | +0.3% | +5.4% |
| 3M | +14.9% | +11.3% | +3.6% | +14.0% |
| 6M | -0.4% | +11.6% | -12.0% | -1.4% |
| YTD | +18.5% | +51.6% | -33.0% | +14.7% |
| 1Y | +25.1% | +36.2% | -11.1% | +21.9% |
| 3Y | +105.9% | +1.7% | +104.2% | +103.4% |
| 5Y | +143.0% | +164.5% | -21.5% | +121.2% |
| All | +159.7% | +7.5% | +152.3% | +155.7% |
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