+177.9%
KO vs OXY
+7.0%
+170.9%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.1% | +0.3% |
| 7D | -1.1% | +1.4% | -2.5% | -1.2% |
| 30D | +1.6% | +4.0% | -2.5% | +1.1% |
| 3M | +5.8% | +7.6% | -1.9% | +4.8% |
| 6M | +14.3% | +16.2% | -1.9% | +12.1% |
| YTD | +27.3% | +50.8% | -23.5% | +21.4% |
| 1Y | +33.2% | +34.7% | -1.5% | +28.3% |
| 3Y | +64.5% | -1.0% | +65.5% | +62.2% |
| 5Y | +83.1% | +163.2% | -80.1% | +56.9% |
| All | +177.9% | +7.0% | +170.9% | +122.8% |
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