+16.6%
OXY vs B
+218.7%
-202.1%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -3.1% | +5.1% | +2.3% |
| 7D | +3.6% | -6.2% | +9.8% | +4.2% |
| 30D | -5.3% | -6.6% | +1.3% | -4.8% |
| 3M | +0.2% | -7.9% | +8.1% | +0.6% |
| 6M | +4.7% | -16.8% | +21.5% | +6.0% |
| YTD | +44.0% | -11.7% | +55.7% | +43.7% |
| 1Y | +42.1% | +3.5% | +38.6% | +38.3% |
| 3Y | +1.2% | +165.7% | -164.5% | -16.1% |
| 5Y | +95.7% | +108.4% | -12.7% | +66.8% |
| All | +16.6% | +218.7% | -202.1% | -3.1% |
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