+6.4%
OXY vs EQT
+50.4%
-44.0%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.6% | +2.1% | +1.1% |
| 7D | +2.8% | -2.0% | +4.8% | +3.6% |
| 30D | +5.5% | 0.0% | +5.4% | +5.4% |
| 3M | +11.3% | +5.9% | +5.4% | +8.9% |
| 6M | +11.6% | -14.8% | +26.4% | +17.8% |
| YTD | +51.6% | +1.8% | +49.8% | +50.0% |
| 1Y | +36.2% | +7.4% | +28.9% | +31.7% |
| 3Y | +1.7% | +33.6% | -31.9% | -12.1% |
| 5Y | +164.5% | +199.3% | -34.8% | +64.8% |
| All | +6.4% | +50.4% | -44.0% | -30.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling