+38.6%
OXY vs ACWI
+20.9%
+17.8%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +0.7% |
| 7D | +0.6% | 0.0% | +0.6% | +0.6% |
| 30D | +4.5% | -0.6% | +5.1% | +4.2% |
| 3M | +8.9% | +4.3% | +4.6% | +11.9% |
| 6M | +12.5% | +12.7% | -0.2% | +21.2% |
| YTD | +50.5% | +13.9% | +36.6% | +60.9% |
| 1Y | +38.6% | +20.5% | +18.1% | +50.5% |
| All | +38.6% | +20.9% | +17.8% | +50.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 1y: compounded portfolio wealth divided by compounded ACWI 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…
1y analysis · Full analysis span regression · 6 months rolling