+17.3%
OXY vs ASX
+962.9%
-945.6%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.0% | +2.6% | +1.1% |
| 7D | +4.2% | +12.4% | -8.2% | +1.0% |
| 30D | -4.3% | -19.8% | +15.5% | -0.5% |
| 3M | +2.3% | -10.3% | +12.6% | +2.4% |
| 6M | +5.5% | +1.2% | +4.3% | -1.4% |
| YTD | +44.9% | +123.0% | -78.2% | +2.0% |
| 1Y | +42.6% | +145.4% | -102.8% | -3.1% |
| 3Y | +0.7% | +368.6% | -367.9% | -49.1% |
| 5Y | +96.9% | +486.0% | -389.2% | -13.7% |
| All | +17.3% | +962.9% | -945.6% | -61.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 10y: compounded portfolio wealth divided by compounded ASX 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…
10y analysis · Full analysis span regression · 6 months rolling