+2.7%
META vs OXY
+44.0%
-41.3%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.0% | -2.8% | -0.3% |
| 7D | +3.1% | +3.6% | -0.6% | +4.0% |
| 30D | -18.2% | -5.3% | -12.9% | -19.2% |
| 3M | +7.8% | +0.2% | +7.6% | +8.5% |
| 6M | +3.6% | +4.7% | -1.1% | +6.3% |
| YTD | -5.3% | +44.0% | -49.3% | -1.8% |
| 1Y | +2.7% | +42.1% | -39.3% | +7.8% |
| All | +2.7% | +44.0% | -41.3% | +7.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling