+31.5%
OXY vs EQT
+7.9%
+23.6%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.1% | -0.6% |
| 7D | +1.6% | +1.1% | +0.5% | +1.1% |
| 30D | +11.6% | +7.7% | +3.9% | +8.2% |
| 3M | +2.8% | +0.2% | +2.6% | +2.5% |
| 6M | +13.0% | -9.5% | +22.5% | +16.7% |
| YTD | +47.4% | +3.8% | +43.5% | +46.0% |
| 1Y | +31.5% | +7.8% | +23.7% | +25.9% |
| All | +31.5% | +7.9% | +23.6% | +25.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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