+158.9%
OXY vs ASX
+469.8%
-311.0%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +6.1% | -5.1% | +0.2% |
| 7D | -0.5% | +6.3% | -6.8% | -1.3% |
| 30D | +8.5% | +6.4% | +2.1% | +7.4% |
| 3M | +6.0% | +13.1% | -7.1% | +2.6% |
| 6M | +13.0% | +90.3% | -77.3% | -2.0% |
| YTD | +48.9% | +149.6% | -100.7% | +20.6% |
| 1Y | +36.4% | +249.2% | -212.8% | +1.4% |
| 3Y | -2.3% | +445.9% | -448.2% | -37.8% |
| All | +158.9% | +469.8% | -311.0% | +61.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling