+1,308.1%
OXY vs BEN
+5,152.6%
-3,844.5%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.4% | +0.2% | +0.4% |
| 7D | +4.2% | +6.8% | -2.6% | +1.5% |
| 30D | -4.3% | +18.0% | -22.3% | -10.6% |
| 3M | +2.3% | +7.5% | -5.2% | -1.2% |
| 6M | +5.5% | +14.7% | -9.2% | -1.4% |
| YTD | +44.9% | +56.1% | -11.2% | +18.5% |
| 1Y | +42.6% | +69.6% | -27.0% | +12.9% |
| 3Y | +0.7% | +87.7% | -86.9% | -25.8% |
| 5Y | +96.9% | +28.6% | +68.2% | +63.5% |
| 10Y | +18.8% | +59.8% | -41.0% | -7.8% |
| All | +1,308.1% | +5,152.6% | -3,844.5% | +446.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling