+871.5%
MU vs OXY
-1.6%
+873.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.0% | -3.1% | -1.5% |
| 7D | -15.2% | -5.8% | -9.4% | -14.1% |
| 30D | -29.5% | -5.3% | -24.2% | -28.7% |
| 3M | -15.8% | -2.5% | -13.2% | -15.5% |
| 6M | -2.9% | +8.3% | -11.2% | -5.8% |
| YTD | +154.2% | +40.3% | +113.9% | +105.4% |
| 1Y | +186.6% | +38.8% | +147.8% | +132.1% |
| 3Y | +871.5% | -1.4% | +872.9% | +820.5% |
| All | +871.5% | -1.6% | +873.1% | +820.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling