+1,332.5%
OXY vs EXPD
+30,859.1%
-29,526.6%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.9% | -1.8% | -1.2% |
| 7D | +1.6% | -1.1% | +2.7% | +1.9% |
| 30D | +11.6% | +4.1% | +7.5% | +10.4% |
| 3M | +2.8% | +17.9% | -15.1% | -1.6% |
| 6M | +13.0% | +29.2% | -16.2% | +5.4% |
| YTD | +47.4% | +27.4% | +20.0% | +37.5% |
| 1Y | +31.5% | +56.8% | -25.4% | +15.9% |
| 3Y | -1.9% | +68.0% | -70.0% | -15.5% |
| 5Y | +148.0% | +61.9% | +86.1% | +112.9% |
| 10Y | +2.3% | +316.0% | -313.7% | -28.5% |
| All | +1,332.5% | +30,859.1% | -29,526.6% | +587.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 all: compounded portfolio wealth divided by compounded EXPD 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…
all analysis · Full analysis span regression · 6 months rolling