+975.5%
OXY vs ASX
+3,544.9%
-2,569.4%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +6.6% | -6.0% | -0.9% |
| 7D | -0.2% | +0.8% | -1.0% | -1.1% |
| 30D | -6.4% | -20.4% | +14.1% | -2.8% |
| 3M | -2.6% | -2.1% | -0.5% | -4.3% |
| 6M | +4.8% | +8.2% | -3.5% | -2.1% |
| YTD | +41.2% | +137.3% | -96.1% | +7.2% |
| 1Y | +39.5% | +155.0% | -115.5% | +3.8% |
| 3Y | -0.8% | +397.9% | -398.8% | -39.6% |
| 5Y | +91.6% | +529.2% | -437.7% | +7.1% |
| 10Y | +15.7% | +1,007.5% | -991.8% | -45.1% |
| All | +975.5% | +3,544.9% | -2,569.4% | +238.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling