+3.0%
MCHP vs OXY
+160.1%
-157.1%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.5% | +3.2% | +3.5% |
| 7D | 0.0% | +2.8% | -2.8% | -0.7% |
| 30D | -6.0% | +5.5% | -11.5% | -7.4% |
| 3M | -19.7% | +11.3% | -31.0% | -22.4% |
| 6M | +14.0% | +11.6% | +2.4% | +8.5% |
| YTD | +18.4% | +51.6% | -33.1% | +1.1% |
| 1Y | +17.1% | +36.2% | -19.1% | +3.2% |
| 3Y | +0.7% | +1.7% | -1.0% | -6.5% |
| All | +3.0% | +160.1% | -157.1% | -18.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling