+42.1%
OXY vs B
+7.9%
+34.2%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -3.1% | +5.1% | +1.6% |
| 7D | +3.6% | -6.2% | +9.8% | +2.8% |
| 30D | -5.3% | -6.6% | +1.3% | -5.7% |
| 3M | +0.2% | -7.9% | +8.1% | -0.2% |
| 6M | +4.7% | -16.8% | +21.5% | +4.2% |
| YTD | +44.0% | -11.7% | +55.7% | +45.6% |
| 1Y | +42.1% | +3.5% | +38.6% | +39.8% |
| All | +42.1% | +7.9% | +34.2% | +39.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling