+252.1%
INTC vs OXY
+7.5%
+244.6%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.5% | +2.1% | +2.5% |
| 7D | +7.5% | +2.8% | +4.6% | +6.9% |
| 30D | +2.0% | +5.5% | -3.5% | +0.9% |
| 3M | -12.0% | +11.3% | -23.3% | -14.1% |
| 6M | +114.5% | +11.6% | +102.9% | +106.9% |
| YTD | +179.0% | +51.6% | +127.4% | +151.5% |
| 1Y | +318.3% | +36.2% | +282.1% | +284.7% |
| 3Y | +171.2% | +1.7% | +169.5% | +161.8% |
| 5Y | +107.6% | +164.5% | -56.9% | +62.8% |
| All | +252.1% | +7.5% | +244.6% | +205.5% |
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