+45.9%
OXY vs EQT
-3.4%
+49.3%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -3.2% | -1.9% | -3.6% |
| 7D | -8.8% | -6.6% | -2.2% | -5.8% |
| 30D | -1.7% | +2.7% | -4.4% | -3.0% |
| 3M | +4.5% | -0.2% | +4.7% | +4.5% |
| 6M | -4.0% | -10.6% | +6.6% | +0.4% |
| YTD | +41.4% | -1.2% | +42.5% | +43.9% |
| 1Y | +45.9% | -4.9% | +50.7% | +50.5% |
| All | +45.9% | -3.4% | +49.3% | +50.5% |
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