+13,503.3%
GOOGL vs OXY
+340.9%
+13,162.4%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.0% | -1.0% | -0.2% |
| 7D | +1.1% | -0.5% | +1.6% | +1.2% |
| 30D | -4.4% | +8.5% | -12.9% | -6.2% |
| 3M | -6.8% | +6.0% | -12.8% | -8.4% |
| 6M | +13.6% | +13.0% | +0.6% | +9.0% |
| YTD | +8.3% | +48.9% | -40.6% | -2.7% |
| 1Y | +44.9% | +36.4% | +8.5% | +32.2% |
| 3Y | +150.5% | -2.3% | +152.8% | +142.3% |
| 5Y | +137.7% | +160.6% | -22.9% | +73.6% |
| 10Y | +750.9% | +2.0% | +749.0% | +575.2% |
| All | +13,503.3% | +340.9% | +13,162.4% | +6,805.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling