+1.0%
OXY vs FLEX
+465.7%
-464.8%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.4% | +2.5% | +1.1% |
| 7D | +0.6% | +6.4% | -5.7% | +0.5% |
| 30D | +4.5% | -5.9% | +10.4% | +4.7% |
| 3M | +8.9% | -23.5% | +32.4% | +9.7% |
| 6M | +12.5% | +83.7% | -71.3% | +1.6% |
| YTD | +50.5% | +86.5% | -36.0% | +34.6% |
| 1Y | +38.6% | +100.5% | -61.9% | +20.9% |
| All | +1.0% | +465.7% | -464.8% | -29.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FLEX.
Daily Out/Under-Performance
Portfolio return minus FLEX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLEX 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 3y: compounded portfolio wealth divided by compounded FLEX 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…
3y analysis · Full analysis span regression · 6 months rolling