+1,069.5%
OXY vs BLK
+12,998.0%
-11,928.5%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.6% | -1.1% | -0.2% |
| 7D | +2.8% | -3.3% | +6.1% | +4.2% |
| 30D | +5.5% | -6.5% | +12.0% | +8.1% |
| 3M | +11.3% | +6.7% | +4.6% | +7.5% |
| 6M | +11.6% | +14.7% | -3.1% | +3.3% |
| YTD | +51.6% | +2.5% | +49.0% | +45.9% |
| 1Y | +36.2% | -2.8% | +39.0% | +33.8% |
| 3Y | +1.7% | +65.9% | -64.1% | -21.1% |
| 5Y | +164.5% | +33.0% | +131.5% | +120.3% |
| 10Y | +6.1% | +281.2% | -275.1% | -40.2% |
| All | +1,069.5% | +12,998.0% | -11,928.5% | +291.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling