+193.4%
MCD vs OXY
+19.5%
+173.9%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.6% | -1.2% | -0.7% |
| 7D | -1.6% | +4.2% | -5.8% | -2.0% |
| 30D | +14.1% | -4.3% | +18.5% | +14.5% |
| 3M | +0.6% | +2.3% | -1.7% | +0.2% |
| 6M | 0.0% | +5.5% | -5.5% | -0.8% |
| YTD | -9.3% | +44.9% | -54.1% | -13.0% |
| 1Y | -9.3% | +42.6% | -51.9% | -13.0% |
| 3Y | +8.6% | +0.7% | +7.9% | +6.9% |
| 5Y | +21.9% | +96.9% | -75.0% | +8.7% |
| All | +193.4% | +19.5% | +173.9% | +139.2% |
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