+160.6%
OXY vs COMP
-32.0%
+192.7%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.3% | +4.3% | +1.2% |
| 7D | -0.5% | +4.1% | -4.6% | -0.7% |
| 30D | +8.5% | -14.5% | +23.0% | +9.2% |
| 3M | +6.0% | +41.8% | -35.8% | +3.2% |
| 6M | +13.0% | +23.6% | -10.6% | +10.2% |
| YTD | +48.9% | +1.7% | +47.2% | +47.0% |
| 1Y | +36.4% | +12.6% | +23.8% | +33.0% |
| 3Y | -2.3% | +221.9% | -224.1% | -15.4% |
| 5Y | +160.6% | -28.1% | +188.8% | +166.6% |
| All | +160.6% | -32.0% | +192.7% | +166.6% |
Cumulative growth
Daily Returns
Daily percentage return beside COMP.
Daily Out/Under-Performance
Portfolio return minus COMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COMP 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 2021-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded COMP 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling