+48.9%
MSFT vs OXY
-1.9%
+50.8%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-09 to 2026-09-09.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.1% | -1.5% | -0.5% |
| 7D | -1.0% | +0.6% | -1.7% | -1.1% |
| 30D | -2.7% | +4.5% | -7.2% | -2.9% |
| 3M | +22.1% | +8.9% | +13.2% | +21.5% |
| 6M | +20.6% | +12.5% | +8.1% | +19.2% |
| YTD | +2.3% | +50.5% | -48.2% | -1.9% |
| 1Y | -0.5% | +38.6% | -39.2% | -3.8% |
| All | +48.9% | -1.9% | +50.8% | +41.7% |
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 2023-09-09 to 2026-09-09: 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…
2023-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling