+31.5%
OXY vs BLK
+3.3%
+28.2%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -1.0% |
| 7D | +1.6% | -3.6% | +5.2% | +0.5% |
| 30D | +11.6% | -1.0% | +12.6% | +11.3% |
| 3M | +2.8% | +10.4% | -7.6% | +5.8% |
| 6M | +13.0% | +8.2% | +4.9% | +17.7% |
| YTD | +47.4% | +6.0% | +41.4% | +52.6% |
| 1Y | +31.5% | +3.3% | +28.1% | +41.3% |
| All | +31.5% | +3.3% | +28.2% | +41.3% |
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