+1,236.5%
OXY vs EXPD
+30,988.6%
-29,752.2%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.7% | -3.8% | -1.8% |
| 7D | -8.2% | -5.5% | -2.7% | -6.9% |
| 30D | -7.2% | -1.9% | -5.3% | -6.9% |
| 3M | +0.2% | +6.1% | -5.9% | -1.4% |
| 6M | +6.1% | +21.6% | -15.5% | +0.7% |
| YTD | +37.5% | +27.9% | +9.6% | +28.0% |
| 1Y | +37.7% | +39.4% | -1.7% | +25.3% |
| 3Y | -2.8% | +72.7% | -75.4% | -16.8% |
| 5Y | +77.6% | +60.3% | +17.3% | +52.9% |
| 10Y | +9.5% | +332.6% | -323.1% | -24.2% |
| All | +1,236.5% | +30,988.6% | -29,752.2% | +540.6% |
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