+17.3%
OXY vs ALL
+377.9%
-360.6%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.4% | +0.2% | +0.4% |
| 7D | +4.2% | +5.0% | -0.8% | +1.2% |
| 30D | -4.3% | +13.3% | -17.7% | -11.6% |
| 3M | +2.3% | +3.2% | -0.9% | -0.3% |
| 6M | +5.5% | +25.3% | -19.8% | -9.5% |
| YTD | +44.9% | +30.5% | +14.4% | +19.6% |
| 1Y | +42.6% | +29.2% | +13.4% | +18.3% |
| 3Y | +0.7% | +119.1% | -118.4% | -46.0% |
| 5Y | +96.9% | +162.6% | -65.8% | -16.7% |
| All | +17.3% | +377.9% | -360.6% | -59.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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