+38.6%
OXY vs B
+55.6%
-17.0%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.1% | 0.0% | +1.2% |
| 7D | +0.6% | +1.0% | -0.4% | +0.8% |
| 30D | +4.5% | +9.5% | -5.0% | +5.5% |
| 3M | +8.9% | +14.3% | -5.4% | +10.6% |
| 6M | +12.5% | -1.9% | +14.3% | +15.2% |
| YTD | +50.5% | +4.1% | +46.4% | +54.2% |
| 1Y | +38.6% | +56.1% | -17.5% | +47.2% |
| All | +38.6% | +55.6% | -17.0% | +47.2% |
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