+5.9%
OXY vs ASX
+974.7%
-968.8%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.3% | +3.5% | +1.1% |
| 7D | +1.4% | +6.5% | -5.1% | -0.4% |
| 30D | +4.0% | +3.1% | +0.9% | +2.8% |
| 3M | +7.6% | +17.4% | -9.8% | -0.1% |
| 6M | +16.2% | +85.4% | -69.3% | -9.0% |
| YTD | +50.8% | +150.1% | -99.2% | +5.6% |
| 1Y | +34.7% | +256.3% | -221.6% | -17.6% |
| 3Y | -1.0% | +446.9% | -447.9% | -51.2% |
| 5Y | +163.2% | +447.1% | -283.9% | +23.9% |
| All | +5.9% | +974.7% | -968.8% | -65.8% |
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