+164.3%
INTC vs OXY
-1.7%
+166.0%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.2% | -5.8% | -5.6% |
| 7D | +9.4% | +1.4% | +8.1% | +9.2% |
| 30D | +2.7% | +4.0% | -1.4% | +2.0% |
| 3M | -6.3% | +7.6% | -13.9% | -7.3% |
| 6M | +114.5% | +16.2% | +98.3% | +101.7% |
| YTD | +171.9% | +50.8% | +121.0% | +128.2% |
| 1Y | +305.0% | +34.7% | +270.3% | +255.7% |
| All | +164.3% | -1.7% | +166.0% | +137.6% |
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