+1,341.2%
MU vs OXY
-1.9%
+1,343.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.0% | -2.6% | -1.8% |
| 7D | +7.2% | -0.5% | +7.7% | +7.2% |
| 30D | +14.0% | +8.5% | +5.5% | +12.0% |
| 3M | +5.4% | +6.0% | -0.6% | +3.9% |
| 6M | +170.3% | +13.0% | +157.3% | +152.6% |
| YTD | +250.7% | +48.9% | +201.8% | +184.9% |
| 1Y | +662.1% | +36.4% | +625.7% | +543.4% |
| 3Y | +1,341.2% | -2.3% | +1,343.5% | +1,187.5% |
| All | +1,341.2% | -1.9% | +1,343.1% | +1,187.5% |
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