+584.1%
MA vs OXY
+18.8%
+565.3%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.0% | -3.3% | -1.6% |
| 7D | -0.5% | +3.6% | -4.1% | -1.2% |
| 30D | +7.9% | -5.3% | +13.2% | +8.8% |
| 3M | +16.8% | +0.2% | +16.6% | +16.3% |
| 6M | +31.0% | +4.7% | +26.2% | +28.9% |
| YTD | +15.0% | +44.0% | -29.0% | +5.6% |
| 1Y | +17.0% | +42.1% | -25.0% | +7.6% |
| 3Y | +68.5% | +1.2% | +67.3% | +63.1% |
| 5Y | +85.0% | +95.7% | -10.7% | +50.7% |
| All | +584.1% | +18.8% | +565.3% | +442.4% |
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