+513.2%
MA vs OXY
+3.7%
+509.6%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.1% | -1.7% | -0.8% |
| 7D | -3.5% | +0.6% | -4.1% | -3.6% |
| 30D | +0.8% | +4.5% | -3.7% | -0.1% |
| 3M | +14.8% | +8.9% | +5.9% | +12.6% |
| 6M | +10.0% | +12.5% | -2.5% | +6.7% |
| YTD | -0.1% | +50.5% | -50.6% | -8.8% |
| 1Y | -2.2% | +38.6% | -40.8% | -9.6% |
| 3Y | +39.3% | -1.2% | +40.5% | +35.6% |
| 5Y | +66.3% | +161.6% | -95.3% | +27.3% |
| 10Y | +513.2% | +5.3% | +507.9% | +388.1% |
| All | +513.2% | +3.7% | +509.6% | +388.1% |
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 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