-2.3%
OXY vs GEN
+57.7%
-60.0%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.7% | +3.8% | +1.3% |
| 7D | -0.5% | -0.7% | +0.2% | -0.4% |
| 30D | +8.5% | +2.6% | +5.8% | +8.1% |
| 3M | +6.0% | +15.8% | -9.8% | +4.0% |
| 6M | +13.0% | +33.1% | -20.2% | +8.7% |
| YTD | +48.9% | +11.3% | +37.6% | +48.5% |
| 1Y | +36.4% | +1.7% | +34.8% | +38.8% |
| 3Y | -2.3% | +58.1% | -60.4% | +0.6% |
| All | -2.3% | +57.7% | -60.0% | +0.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling