+17.3%
OXY vs B
+216.6%
-199.3%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.7% | +1.3% | +0.7% |
| 7D | +4.2% | -7.3% | +11.5% | +4.9% |
| 30D | -4.3% | -3.3% | -1.0% | -4.2% |
| 3M | +2.3% | -7.8% | +10.0% | +2.7% |
| 6M | +5.5% | -15.5% | +21.1% | +6.6% |
| YTD | +44.9% | -12.3% | +57.1% | +44.6% |
| 1Y | +42.6% | +5.4% | +37.2% | +38.4% |
| 3Y | +0.7% | +165.5% | -164.8% | -16.4% |
| 5Y | +96.9% | +107.0% | -10.2% | +67.9% |
| All | +17.3% | +216.6% | -199.3% | -2.4% |
Cumulative growth
Daily Returns
Daily percentage return beside B.
Daily Out/Under-Performance
Portfolio return minus B return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × B 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 10y: compounded portfolio wealth divided by compounded B 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…
10y analysis · Full analysis span regression · 6 months rolling