+433.3%
META vs OXY
+15.0%
+418.4%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.6% | -2.6% | -2.0% |
| 7D | -0.2% | -0.2% | 0.0% | -0.2% |
| 30D | -15.4% | -6.4% | -9.0% | -14.8% |
| 3M | +5.0% | -2.6% | +7.7% | +5.2% |
| 6M | +5.2% | +4.8% | +0.4% | +4.1% |
| YTD | -4.5% | +41.2% | -45.7% | -9.9% |
| 1Y | +0.6% | +39.5% | -38.9% | -5.0% |
| 3Y | +93.1% | -0.8% | +93.9% | +88.7% |
| 5Y | +93.7% | +91.6% | +2.1% | +70.9% |
| 10Y | +433.3% | +15.7% | +417.6% | +408.5% |
| All | +433.3% | +15.0% | +418.4% | +408.5% |
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 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