+4,524.1%
MU vs OXY
+18.8%
+4,505.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.0% | -3.6% | -2.1% |
| 7D | +21.6% | +3.6% | +18.0% | +20.6% |
| 30D | -16.2% | -5.3% | -11.0% | -15.1% |
| 3M | -12.4% | +0.2% | -12.6% | -12.6% |
| 6M | +4.2% | +4.7% | -0.6% | +1.9% |
| YTD | +180.0% | +44.0% | +135.9% | +147.0% |
| 1Y | +226.4% | +42.1% | +184.3% | +188.6% |
| 3Y | +969.7% | +1.2% | +968.5% | +926.8% |
| 5Y | +957.9% | +95.7% | +862.2% | +720.7% |
| All | +4,524.1% | +18.8% | +4,505.3% | +4,090.1% |
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