+5.9%
OXY vs GEN
+157.3%
-151.4%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | +0.1% |
| 7D | +1.4% | -4.3% | +5.7% | +2.2% |
| 30D | +4.0% | +3.8% | +0.3% | +3.2% |
| 3M | +7.6% | +22.3% | -14.7% | +3.1% |
| 6M | +16.2% | +39.0% | -22.8% | +7.8% |
| YTD | +50.8% | +11.9% | +38.9% | +46.1% |
| 1Y | +34.7% | +4.5% | +30.2% | +32.4% |
| 3Y | -1.0% | +59.0% | -60.0% | -12.1% |
| 5Y | +163.2% | +22.0% | +141.2% | +142.1% |
| All | +5.9% | +157.3% | -151.4% | -19.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 10y: compounded portfolio wealth divided by compounded GEN 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…
10y analysis · Full analysis span regression · 6 months rolling