+1.0%
OXY vs GEHC
+0.3%
+0.7%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.4% | +3.5% | +1.5% |
| 7D | +0.6% | -7.6% | +8.3% | +1.9% |
| 30D | +4.5% | -10.7% | +15.2% | +6.4% |
| 3M | +8.9% | -1.2% | +10.1% | +8.7% |
| 6M | +12.5% | -13.7% | +26.2% | +15.2% |
| YTD | +50.5% | -20.4% | +70.9% | +57.5% |
| 1Y | +38.6% | -17.0% | +55.7% | +42.6% |
| All | +1.0% | +0.3% | +0.7% | -3.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GEHC.
Daily Out/Under-Performance
Portfolio return minus GEHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEHC 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 GEHC 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