+158.9%
OXY vs GEN
+20.2%
+138.7%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.7% | +3.8% | +1.4% |
| 7D | -0.5% | -0.7% | +0.2% | -0.4% |
| 30D | +8.5% | +2.6% | +5.8% | +8.0% |
| 3M | +6.0% | +15.8% | -9.8% | +3.5% |
| 6M | +13.0% | +33.1% | -20.2% | +7.6% |
| YTD | +48.9% | +11.3% | +37.6% | +46.5% |
| 1Y | +36.4% | +1.7% | +34.8% | +36.6% |
| 3Y | -2.3% | +58.1% | -60.4% | -10.1% |
| All | +158.9% | +20.2% | +138.7% | +151.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling