+997.3%
OXY vs ASX
+3,397.4%
-2,400.2%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -4.0% | +6.1% | +2.9% |
| 7D | +3.6% | +22.1% | -18.5% | -1.2% |
| 30D | -5.3% | -23.8% | +18.5% | -0.8% |
| 3M | +0.2% | -7.6% | +7.8% | -0.3% |
| 6M | +4.7% | +6.9% | -2.2% | -1.9% |
| YTD | +44.0% | +127.7% | -83.7% | +10.3% |
| 1Y | +42.1% | +144.5% | -102.5% | +6.7% |
| 3Y | +1.2% | +377.8% | -376.6% | -37.8% |
| 5Y | +95.7% | +498.2% | -402.5% | +10.6% |
| 10Y | +18.1% | +962.7% | -944.6% | -43.4% |
| All | +997.3% | +3,397.4% | -2,400.2% | +248.9% |
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