+147.9%
OXY vs FLR
+238.1%
-90.2%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.2% | -0.7% | +0.2% |
| 7D | +2.8% | -3.5% | +6.3% | +3.6% |
| 30D | +5.5% | +4.2% | +1.3% | +4.4% |
| 3M | +11.3% | +8.1% | +3.2% | +8.2% |
| 6M | +11.6% | +21.5% | -9.9% | +3.8% |
| YTD | +51.6% | +36.8% | +14.8% | +36.0% |
| 1Y | +36.2% | +31.2% | +5.0% | +22.2% |
| 3Y | +1.7% | +53.9% | -52.2% | -21.9% |
| All | +147.9% | +238.1% | -90.2% | +38.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FLR.
Daily Out/Under-Performance
Portfolio return minus FLR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLR 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 FLR 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