+42.6%
OXY vs ASX
+137.8%
-95.2%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.0% | +2.6% | +0.4% |
| 7D | +4.2% | +12.4% | -8.2% | +5.3% |
| 30D | -4.3% | -19.8% | +15.5% | -6.2% |
| 3M | +2.3% | -10.3% | +12.6% | +2.1% |
| 6M | +5.5% | +1.2% | +4.3% | +9.3% |
| YTD | +44.9% | +123.0% | -78.2% | +69.5% |
| 1Y | +42.6% | +145.4% | -102.8% | +66.9% |
| All | +42.6% | +137.8% | -95.2% | +66.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling