+34.7%
OXY vs ALL
+28.8%
+5.9%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | +0.3% |
| 7D | +1.4% | -4.3% | +5.7% | +1.6% |
| 30D | +4.0% | -3.6% | +7.6% | +4.2% |
| 3M | +7.6% | +13.2% | -5.6% | +7.7% |
| 6M | +16.2% | +22.5% | -6.3% | +16.7% |
| YTD | +50.8% | +22.7% | +28.1% | +51.0% |
| 1Y | +34.7% | +28.3% | +6.4% | +34.6% |
| All | +34.7% | +28.8% | +5.9% | +34.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling