+6.4%
OXY vs BEN
+56.6%
-50.2%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | +2.8% | -3.1% | +5.9% | +4.6% |
| 30D | +5.5% | +0.2% | +5.3% | +5.1% |
| 3M | +11.3% | +6.8% | +4.5% | +6.1% |
| 6M | +11.6% | +38.1% | -26.5% | -10.1% |
| YTD | +51.6% | +44.3% | +7.2% | +18.0% |
| 1Y | +36.2% | +42.6% | -6.4% | +6.1% |
| 3Y | +1.7% | +52.3% | -50.6% | -28.4% |
| 5Y | +164.5% | +37.6% | +126.8% | +85.1% |
| All | +6.4% | +56.6% | -50.2% | -38.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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