+45.9%
OXY vs EOSE
-85.5%
+131.4%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +12.6% | -17.8% | -4.6% |
| 7D | -8.8% | +9.7% | -18.5% | -8.4% |
| 30D | -1.7% | -34.6% | +32.9% | -2.8% |
| 3M | +4.5% | -50.8% | +55.3% | +2.6% |
| 6M | -4.0% | -66.5% | +62.5% | -6.0% |
| YTD | +41.4% | -81.3% | +122.7% | +39.8% |
| 1Y | +45.9% | -84.8% | +130.7% | +44.6% |
| All | +45.9% | -85.5% | +131.4% | +44.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EOSE.
Daily Out/Under-Performance
Portfolio return minus EOSE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOSE 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 1y: compounded portfolio wealth divided by compounded EOSE 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…
1y analysis · Full analysis span regression · 6 months rolling