+375.1%
META vs OXY
+2.2%
+372.9%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.0% | -1.5% | -0.7% |
| 7D | +6.0% | -0.5% | +6.5% | +6.1% |
| 30D | +3.6% | +8.5% | -4.9% | +2.5% |
| 3M | +4.9% | +6.0% | -1.1% | +3.9% |
| 6M | -4.7% | +13.0% | -17.7% | -7.0% |
| YTD | -6.9% | +48.9% | -55.8% | -12.7% |
| 1Y | -18.2% | +36.4% | -54.6% | -22.5% |
| 3Y | +107.8% | -2.3% | +110.0% | +103.5% |
| 5Y | +63.9% | +160.6% | -96.7% | +38.7% |
| 10Y | +375.1% | +2.0% | +373.1% | +360.2% |
| All | +375.1% | +2.2% | +372.9% | +360.2% |
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