+45.9%
OXY vs BLK
+17.9%
+28.0%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +5.4% | -10.6% | -3.2% |
| 7D | -8.8% | +5.7% | -14.5% | -6.8% |
| 30D | -1.7% | +14.8% | -16.5% | +3.3% |
| 3M | +4.5% | +8.8% | -4.3% | +7.9% |
| 6M | -4.0% | +17.6% | -21.6% | +2.1% |
| YTD | +41.4% | +16.3% | +25.1% | +52.4% |
| 1Y | +45.9% | +18.0% | +27.9% | +56.5% |
| All | +45.9% | +17.9% | +28.0% | +56.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 1y: compounded portfolio wealth divided by compounded BLK 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…
1y analysis · Full analysis span regression · 6 months rolling