+149.6%
GOOGL vs OXY
-1.2%
+150.7%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.5% | +1.3% | +1.8% |
| 7D | 0.0% | +2.8% | -2.8% | -0.1% |
| 30D | -1.4% | +5.5% | -6.9% | -1.5% |
| 3M | -5.3% | +11.3% | -16.6% | -5.6% |
| 6M | +9.8% | +11.6% | -1.8% | +8.5% |
| YTD | +8.4% | +51.6% | -43.2% | +2.2% |
| 1Y | +41.2% | +36.2% | +5.0% | +35.3% |
| 3Y | +149.6% | +1.7% | +147.9% | +137.7% |
| All | +149.6% | -1.2% | +150.7% | +137.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling