+147.9%
OXY vs BEN
+36.0%
+111.9%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | +2.8% | -3.1% | +5.9% | +3.6% |
| 30D | +5.5% | +0.2% | +5.3% | +5.3% |
| 3M | +11.3% | +6.8% | +4.5% | +8.9% |
| 6M | +11.6% | +38.1% | -26.5% | +0.6% |
| YTD | +51.6% | +44.3% | +7.2% | +34.0% |
| 1Y | +36.2% | +42.6% | -6.4% | +20.7% |
| 3Y | +1.7% | +52.3% | -50.6% | -14.7% |
| All | +147.9% | +36.0% | +111.9% | +115.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling