+150,137.3%
KLAC vs OXY
+1,390.4%
+148,747.0%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.2% | -2.9% | -3.1% |
| 7D | +2.5% | +0.9% | +1.5% | +2.2% |
| 30D | -11.5% | +3.6% | -15.1% | -12.4% |
| 3M | -16.9% | +7.1% | -24.1% | -19.1% |
| 6M | +22.2% | +15.7% | +6.6% | +15.1% |
| YTD | +46.4% | +50.1% | -3.8% | +27.7% |
| 1Y | +91.0% | +34.1% | +56.9% | +71.0% |
| 3Y | +264.6% | -1.5% | +266.0% | +250.9% |
| 5Y | +430.6% | +162.0% | +268.6% | +272.7% |
| 10Y | +2,889.3% | +5.1% | +2,884.2% | +2,124.8% |
| All | +150,137.3% | +1,390.4% | +148,747.0% | +57,847.1% |
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