+719.8%
MU vs OXY
+32.4%
+687.4%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.9% | +7.0% | +5.8% |
| 7D | +9.0% | +1.6% | +7.4% | +9.5% |
| 30D | +13.8% | +11.6% | +2.2% | +18.1% |
| 3M | +2.1% | +2.8% | -0.7% | +4.1% |
| 6M | +153.8% | +13.0% | +140.8% | +156.7% |
| YTD | +256.4% | +47.4% | +209.0% | +250.7% |
| 1Y | +719.8% | +31.5% | +688.3% | +738.9% |
| All | +719.8% | +32.4% | +687.4% | +738.9% |
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