+31.5%
OXY vs EXEL
+59.2%
-27.8%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.7% | -1.0% |
| 7D | +1.6% | +8.4% | -6.8% | +2.9% |
| 30D | +11.6% | +4.1% | +7.5% | +12.5% |
| 3M | +2.8% | +12.4% | -9.6% | +4.7% |
| 6M | +13.0% | +41.5% | -28.5% | +17.6% |
| YTD | +47.4% | +34.6% | +12.7% | +52.8% |
| 1Y | +31.5% | +57.9% | -26.4% | +36.1% |
| All | +31.5% | +59.2% | -27.8% | +36.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 EXEL 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