+4,407.5%
MU vs OXY
+19.5%
+4,388.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.6% | -3.1% | -2.7% |
| 7D | +12.8% | +4.2% | +8.6% | +11.6% |
| 30D | -14.9% | -4.3% | -10.5% | -13.9% |
| 3M | -18.0% | +2.3% | -20.3% | -18.7% |
| 6M | -3.1% | +5.5% | -8.7% | -5.4% |
| YTD | +172.9% | +44.9% | +128.0% | +140.4% |
| 1Y | +228.8% | +42.6% | +186.2% | +190.5% |
| 3Y | +950.8% | +0.7% | +950.1% | +909.8% |
| 5Y | +931.3% | +96.9% | +834.4% | +698.8% |
| All | +4,407.5% | +19.5% | +4,388.0% | +3,978.4% |
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