+1.0%
OXY vs ALL
+151.8%
-150.9%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.0% | +1.1% |
| 7D | +0.6% | -2.2% | +2.9% | +0.9% |
| 30D | +4.5% | -5.6% | +10.1% | +5.3% |
| 3M | +8.9% | +17.2% | -8.3% | +6.5% |
| 6M | +12.5% | +23.2% | -10.8% | +9.2% |
| YTD | +50.5% | +23.6% | +26.9% | +45.7% |
| 1Y | +38.6% | +29.2% | +9.4% | +33.1% |
| All | +1.0% | +151.8% | -150.9% | -19.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling