+361.0%
ORLY vs OXY
+7.5%
+353.5%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.5% | -0.1% | +0.3% |
| 7D | -2.4% | +2.8% | -5.2% | -2.6% |
| 30D | -6.8% | +5.5% | -12.2% | -7.2% |
| 3M | -4.8% | +11.3% | -16.1% | -5.8% |
| 6M | -9.1% | +11.6% | -20.7% | -10.3% |
| YTD | -5.9% | +51.6% | -57.5% | -10.0% |
| 1Y | -20.4% | +36.2% | -56.6% | -23.2% |
| 3Y | +36.6% | +1.7% | +34.9% | +34.5% |
| 5Y | +117.3% | +164.5% | -47.2% | +90.4% |
| All | +361.0% | +7.5% | +353.5% | +307.2% |
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