+425.7%
META vs OXY
+9.7%
+416.0%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.1% | +6.2% | +5.2% |
| 7D | +5.7% | -8.2% | +13.9% | +6.7% |
| 30D | -10.8% | -7.2% | -3.5% | -10.0% |
| 3M | +8.4% | +0.2% | +8.2% | +8.1% |
| 6M | +5.4% | +6.1% | -0.7% | +4.1% |
| YTD | -2.6% | +37.5% | -40.1% | -7.9% |
| 1Y | +3.5% | +37.7% | -34.2% | -2.2% |
| 3Y | +102.0% | -2.8% | +104.8% | +97.9% |
| 5Y | +93.1% | +77.6% | +15.4% | +71.9% |
| 10Y | +425.7% | +9.5% | +416.2% | +399.4% |
| All | +425.7% | +9.7% | +416.0% | +399.4% |
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