-1.8%
OXY vs ASX
+396.7%
-398.6%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +6.6% | -6.0% | +0.3% |
| 7D | -0.2% | +0.8% | -1.0% | -0.3% |
| 30D | -6.4% | -20.4% | +14.1% | -5.7% |
| 3M | -2.6% | -2.1% | -0.5% | -3.0% |
| 6M | +4.8% | +8.2% | -3.5% | +2.6% |
| YTD | +41.2% | +137.3% | -96.1% | +21.4% |
| 1Y | +39.5% | +155.0% | -115.5% | +18.1% |
| All | -1.8% | +396.7% | -398.6% | -34.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling