+6.4%
OXY vs BLK
+283.5%
-277.1%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.6% | -1.1% | -0.4% |
| 7D | +2.8% | -3.3% | +6.1% | +4.7% |
| 30D | +5.5% | -6.5% | +12.0% | +9.1% |
| 3M | +11.3% | +6.7% | +4.6% | +5.9% |
| 6M | +11.6% | +14.7% | -3.1% | -0.1% |
| YTD | +51.6% | +2.5% | +49.0% | +43.4% |
| 1Y | +36.2% | -2.8% | +39.0% | +32.7% |
| 3Y | +1.7% | +65.9% | -64.1% | -31.7% |
| 5Y | +164.5% | +33.0% | +131.5% | +100.6% |
| All | +6.4% | +283.5% | -277.1% | -55.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling