+1,022.9%
OXY vs ASX
+3,515.0%
-2,492.1%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.2% | -1.0% |
| 7D | +1.6% | -0.7% | +2.3% | +1.7% |
| 30D | +11.6% | +2.0% | +9.6% | +10.8% |
| 3M | +2.8% | -1.3% | +4.1% | +0.8% |
| 6M | +13.0% | +71.4% | -58.4% | -4.6% |
| YTD | +47.4% | +135.3% | -87.9% | +14.4% |
| 1Y | +31.5% | +267.5% | -236.0% | -9.5% |
| 3Y | -1.9% | +388.5% | -390.4% | -38.9% |
| 5Y | +148.0% | +417.1% | -269.1% | +48.0% |
| 10Y | +2.3% | +872.7% | -870.5% | -49.1% |
| All | +1,022.9% | +3,515.0% | -2,492.1% | +261.7% |
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