+147.9%
OXY vs AZO
+85.8%
+62.1%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.7% | +0.5% |
| 7D | +2.8% | -3.6% | +6.4% | +3.3% |
| 30D | +5.5% | -5.6% | +11.0% | +6.2% |
| 3M | +11.3% | -6.6% | +18.0% | +12.1% |
| 6M | +11.6% | -22.5% | +34.1% | +15.4% |
| YTD | +51.6% | -15.2% | +66.7% | +53.9% |
| 1Y | +36.2% | -33.9% | +70.1% | +45.2% |
| 3Y | +1.7% | +11.8% | -10.1% | -5.4% |
| All | +147.9% | +85.8% | +62.1% | +98.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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