+1,332.5%
OXY vs GD
+20,186.5%
-18,854.1%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.8% | +0.8% | -0.2% |
| 7D | +1.6% | -5.3% | +6.8% | +4.0% |
| 30D | +11.6% | -6.4% | +18.0% | +14.8% |
| 3M | +2.8% | +5.7% | -2.9% | -0.3% |
| 6M | +13.0% | -0.9% | +14.0% | +12.4% |
| YTD | +47.4% | +8.2% | +39.2% | +40.7% |
| 1Y | +31.5% | +13.4% | +18.1% | +22.7% |
| 3Y | -1.9% | +68.5% | -70.4% | -24.0% |
| 5Y | +148.0% | +97.2% | +50.8% | +80.3% |
| 10Y | +2.3% | +190.2% | -187.9% | -33.2% |
| All | +1,332.5% | +20,186.5% | -18,854.1% | +415.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 GD 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