+5.9%
OXY vs ARWR
+1,080.6%
-1,074.7%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | +0.1% | +0.2% |
| 7D | +1.4% | -4.3% | +5.7% | +1.8% |
| 30D | +4.0% | -7.3% | +11.3% | +4.8% |
| 3M | +7.6% | +17.0% | -9.4% | +5.4% |
| 6M | +16.2% | +39.8% | -23.6% | +11.0% |
| YTD | +50.8% | +24.7% | +26.2% | +45.5% |
| 1Y | +34.7% | +186.5% | -151.8% | +17.4% |
| 3Y | -1.0% | +176.8% | -177.8% | -17.8% |
| 5Y | +163.2% | +29.3% | +133.9% | +128.9% |
| All | +5.9% | +1,080.6% | -1,074.7% | -17.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded ARWR 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling