+33.8%
OXY vs ACWI
+339.1%
-305.3%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.5% | +2.5% | +2.6% |
| 7D | -5.8% | -0.2% | -5.7% | -6.1% |
| 30D | -5.3% | -3.3% | -2.1% | -1.9% |
| 3M | -2.5% | -3.4% | +0.9% | +0.7% |
| 6M | +8.3% | +0.8% | +7.5% | +4.5% |
| YTD | +40.3% | +10.7% | +29.6% | +17.4% |
| 1Y | +38.8% | +11.6% | +27.2% | +14.6% |
| 3Y | -1.4% | +73.4% | -74.8% | -55.0% |
| 5Y | +92.2% | +60.2% | +32.0% | -4.7% |
| 10Y | +13.7% | +221.6% | -207.9% | -73.7% |
| All | +33.8% | +339.1% | -305.3% | -79.7% |
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