+97.5%
OXY vs BEN
+28.2%
+69.2%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.4% | +0.2% | +0.5% |
| 7D | +4.2% | +6.8% | -2.6% | +2.7% |
| 30D | -4.3% | +18.0% | -22.3% | -7.9% |
| 3M | +2.3% | +7.5% | -5.2% | +0.5% |
| 6M | +5.5% | +14.7% | -9.2% | +1.5% |
| YTD | +44.9% | +56.1% | -11.2% | +26.7% |
| 1Y | +42.6% | +69.6% | -27.0% | +21.5% |
| 3Y | +0.7% | +87.7% | -86.9% | -20.0% |
| All | +97.5% | +28.2% | +69.2% | +87.2% |
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