+334.0%
OKLO vs OXY
+127.8%
+206.2%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.0% | +3.9% | +5.0% |
| 7D | +12.4% | -0.5% | +12.9% | +12.4% |
| 30D | -10.6% | +8.5% | -19.0% | -10.4% |
| 3M | -26.5% | +6.0% | -32.5% | -26.3% |
| 6M | -25.6% | +13.0% | -38.6% | -26.0% |
| YTD | -39.6% | +48.9% | -88.5% | -41.1% |
| 1Y | -38.8% | +36.4% | -75.2% | -40.0% |
| 3Y | +318.1% | -2.3% | +320.3% | +308.5% |
| 5Y | +339.7% | +160.6% | +179.1% | +320.0% |
| All | +334.0% | +127.8% | +206.2% | +318.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling