+16.2%
OXY vs BLK
+11.3%
+4.9%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.1% | -0.3% |
| 7D | +1.4% | -5.2% | +6.5% | -1.9% |
| 30D | +4.0% | -7.0% | +11.1% | -0.4% |
| 3M | +7.6% | +5.7% | +1.9% | +11.9% |
| 6M | +16.2% | +11.0% | +5.2% | +28.4% |
| All | +16.2% | +11.3% | +4.9% | +28.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling