+755.6%
GOOGL vs OXY
+7.5%
+748.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.5% | +1.3% | +1.7% |
| 7D | 0.0% | +2.8% | -2.8% | -0.4% |
| 30D | -1.4% | +5.5% | -6.9% | -2.1% |
| 3M | -5.3% | +11.3% | -16.6% | -6.9% |
| 6M | +9.8% | +11.6% | -1.8% | +7.2% |
| YTD | +8.4% | +51.6% | -43.2% | +0.9% |
| 1Y | +41.2% | +36.2% | +5.0% | +33.2% |
| 3Y | +149.6% | +1.7% | +147.9% | +143.0% |
| 5Y | +142.6% | +164.5% | -21.9% | +99.9% |
| All | +755.6% | +7.5% | +748.1% | +704.2% |
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