+6,045.6%
MU vs OXY
+6.7%
+6,038.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.1% | +1.7% | +2.5% |
| 7D | +7.5% | +0.6% | +6.9% | +7.3% |
| 30D | +19.4% | +4.5% | +14.9% | +18.0% |
| 3M | +9.8% | +8.9% | +0.9% | +6.8% |
| 6M | +164.1% | +12.5% | +151.7% | +151.2% |
| YTD | +260.3% | +50.5% | +209.8% | +215.4% |
| 1Y | +661.2% | +38.6% | +622.6% | +579.0% |
| 3Y | +1,380.8% | -1.2% | +1,382.1% | +1,329.9% |
| 5Y | +1,346.4% | +161.6% | +1,184.7% | +938.1% |
| All | +6,045.6% | +6.7% | +6,038.9% | +5,182.4% |
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