+160.6%
OXY vs ACWI
+67.7%
+92.9%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.5% | +1.3% |
| 7D | -0.5% | +1.1% | -1.6% | -1.2% |
| 30D | +8.5% | -0.2% | +8.7% | +8.5% |
| 3M | +6.0% | +4.7% | +1.3% | +2.1% |
| 6M | +13.0% | +14.5% | -1.5% | +0.3% |
| YTD | +48.9% | +14.6% | +34.3% | +31.8% |
| 1Y | +36.4% | +21.4% | +15.0% | +14.5% |
| 3Y | -2.3% | +77.6% | -79.9% | -42.0% |
| 5Y | +160.6% | +68.1% | +92.5% | +73.1% |
| All | +160.6% | +67.7% | +92.9% | +73.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling