+146.7%
OXY vs EQT
+197.4%
-50.7%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.4% | 0.0% |
| 7D | +1.4% | -1.2% | +2.5% | +1.8% |
| 30D | +4.0% | +1.1% | +2.9% | +3.5% |
| 3M | +7.6% | +4.8% | +2.8% | +5.5% |
| 6M | +16.2% | -10.6% | +26.8% | +21.0% |
| YTD | +50.8% | +3.4% | +47.4% | +48.1% |
| 1Y | +34.7% | +8.7% | +26.0% | +29.2% |
| 3Y | -1.0% | +35.0% | -36.0% | -16.7% |
| All | +146.7% | +197.4% | -50.7% | +30.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling