+257.9%
OXY vs ACI
+32.8%
+225.1%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.8% | +1.4% | +0.7% |
| 7D | +4.2% | +2.3% | +1.9% | +3.9% |
| 30D | -4.3% | +1.2% | -5.6% | -4.6% |
| 3M | +2.3% | +6.8% | -4.5% | +1.1% |
| 6M | +5.5% | -18.7% | +24.3% | +7.9% |
| YTD | +44.9% | -20.2% | +65.1% | +48.4% |
| 1Y | +42.6% | -23.7% | +66.3% | +47.0% |
| 3Y | +0.7% | -31.6% | +32.4% | +4.9% |
| 5Y | +96.9% | -42.8% | +139.6% | +108.0% |
| All | +257.9% | +32.8% | +225.1% | +249.4% |
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