+272.6%
OXY vs ACI
+17.4%
+255.2%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.3% | +1.5% | +0.4% |
| 7D | +1.4% | -7.1% | +8.4% | +2.4% |
| 30D | +4.0% | -4.5% | +8.5% | +4.6% |
| 3M | +7.6% | -22.3% | +29.9% | +10.9% |
| 6M | +16.2% | -28.4% | +44.6% | +21.2% |
| YTD | +50.8% | -29.5% | +80.3% | +57.5% |
| 1Y | +34.7% | -34.2% | +68.9% | +41.9% |
| 3Y | -1.0% | -45.7% | +44.6% | +6.9% |
| 5Y | +163.2% | -40.8% | +204.0% | +175.8% |
| All | +272.6% | +17.4% | +255.2% | +270.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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