+16,554.9%
INTC vs OXY
+1,377.9%
+15,177.0%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | +1.0% | +8.0% | +8.8% |
| 7D | +17.4% | -0.5% | +17.9% | +17.6% |
| 30D | +2.8% | +8.5% | -5.7% | +0.7% |
| 3M | -5.3% | +6.0% | -11.3% | -7.3% |
| 6M | +140.6% | +13.0% | +127.6% | +129.0% |
| YTD | +183.1% | +48.9% | +134.2% | +150.3% |
| 1Y | +326.8% | +36.4% | +290.3% | +284.4% |
| 3Y | +179.4% | -2.3% | +181.7% | +170.9% |
| 5Y | +111.7% | +160.6% | -48.9% | +54.1% |
| 10Y | +253.8% | +2.0% | +251.9% | +173.6% |
| All | +16,554.9% | +1,377.9% | +15,177.0% | +7,126.1% |
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