+1,428.8%
OXY vs ALL
+3,785.0%
-2,356.2%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.4% | +0.2% | +0.5% |
| 7D | +4.2% | +5.0% | -0.8% | +2.2% |
| 30D | -4.3% | +13.3% | -17.7% | -9.3% |
| 3M | +2.3% | +3.2% | -0.9% | +0.6% |
| 6M | +5.5% | +25.3% | -19.8% | -4.6% |
| YTD | +44.9% | +30.5% | +14.4% | +27.9% |
| 1Y | +42.6% | +29.2% | +13.4% | +26.3% |
| 3Y | +0.7% | +119.1% | -118.4% | -30.2% |
| 5Y | +96.9% | +162.6% | -65.8% | +23.5% |
| 10Y | +18.8% | +378.8% | -360.0% | -37.2% |
| All | +1,428.8% | +3,785.0% | -2,356.2% | +368.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling