+593.1%
MA vs OXY
+19.5%
+573.6%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.6% | +0.7% | +1.2% |
| 7D | +1.3% | +4.2% | -2.9% | +0.5% |
| 30D | +9.6% | -4.3% | +13.9% | +10.3% |
| 3M | +16.8% | +2.3% | +14.5% | +15.9% |
| 6M | +35.2% | +5.5% | +29.7% | +32.9% |
| YTD | +16.6% | +44.9% | -28.3% | +6.9% |
| 1Y | +19.8% | +42.6% | -22.8% | +10.1% |
| 3Y | +70.7% | +0.7% | +69.9% | +65.4% |
| 5Y | +87.4% | +96.9% | -9.5% | +52.5% |
| All | +593.1% | +19.5% | +573.6% | +448.9% |
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