+36.2%
OXY vs ARWR
+188.7%
-152.5%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.4% | +0.5% |
| 7D | +2.8% | -4.0% | +6.9% | +2.7% |
| 30D | +5.5% | -5.0% | +10.5% | +5.3% |
| 3M | +11.3% | +11.3% | 0.0% | +11.8% |
| 6M | +11.6% | +42.6% | -31.0% | +12.6% |
| YTD | +51.6% | +24.8% | +26.8% | +53.2% |
| 1Y | +36.2% | +178.8% | -142.6% | +19.6% |
| All | +36.2% | +188.7% | -152.5% | +19.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling