+1,308.1%
OXY vs CPB
+359.1%
+949.0%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.1% | -2.5% | 0.0% |
| 7D | +4.2% | -1.6% | +5.8% | +4.5% |
| 30D | -4.3% | +19.2% | -23.5% | -7.8% |
| 3M | +2.3% | -1.0% | +3.3% | +2.0% |
| 6M | +5.5% | +15.2% | -9.7% | +1.7% |
| YTD | +44.9% | -13.1% | +58.0% | +47.0% |
| 1Y | +42.6% | -22.4% | +65.0% | +48.0% |
| 3Y | +0.7% | -35.3% | +36.1% | +7.2% |
| 5Y | +96.9% | -33.0% | +129.9% | +105.8% |
| 10Y | +18.8% | -39.2% | +58.0% | +22.6% |
| All | +1,308.1% | +359.1% | +949.0% | +889.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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