+1,347.0%
OXY vs BEN
+4,901.8%
-3,554.8%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.2% | +1.2% | +1.1% |
| 7D | -0.5% | +4.7% | -5.2% | -2.2% |
| 30D | +8.5% | +2.6% | +5.9% | +7.2% |
| 3M | +6.0% | +11.5% | -5.5% | +0.9% |
| 6M | +13.0% | +35.3% | -22.4% | -1.4% |
| YTD | +48.9% | +48.6% | +0.2% | +24.8% |
| 1Y | +36.4% | +46.7% | -10.3% | +14.4% |
| 3Y | -2.3% | +57.0% | -59.3% | -22.6% |
| 5Y | +160.6% | +41.8% | +118.8% | +108.8% |
| 10Y | +2.0% | +55.2% | -53.2% | -19.7% |
| All | +1,347.0% | +4,901.8% | -3,554.8% | +475.8% |
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