+36.2%
OXY vs FND
-45.3%
+81.5%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.0% | -0.5% | +0.7% |
| 7D | +2.8% | -5.8% | +8.6% | +1.5% |
| 30D | +5.5% | -20.2% | +25.7% | +0.6% |
| 3M | +11.3% | -12.0% | +23.3% | +8.9% |
| 6M | +11.6% | -18.5% | +30.1% | +12.2% |
| YTD | +51.6% | -22.3% | +73.8% | +51.3% |
| 1Y | +36.2% | -47.6% | +83.9% | +39.7% |
| All | +36.2% | -45.3% | +81.5% | +39.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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