+31.2%
OXY vs ACWI
+341.2%
-310.0%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.6% | -3.7% | -4.3% |
| 7D | -8.2% | +0.3% | -8.5% | -8.9% |
| 30D | -7.2% | -2.8% | -4.4% | -4.4% |
| 3M | +0.2% | -3.2% | +3.3% | +3.2% |
| 6M | +6.1% | +1.3% | +4.8% | +1.9% |
| YTD | +37.5% | +11.2% | +26.3% | +14.4% |
| 1Y | +37.7% | +13.8% | +23.9% | +10.9% |
| 3Y | -2.8% | +76.2% | -78.9% | -56.6% |
| 5Y | +77.6% | +59.5% | +18.2% | -11.2% |
| 10Y | +9.5% | +222.2% | -212.7% | -74.8% |
| All | +31.2% | +341.2% | -310.0% | -80.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling