+1,308.1%
OXY vs GEN
+8,765.9%
-7,457.8%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.4% | -1.8% | +0.3% |
| 7D | +4.2% | +2.0% | +2.2% | +4.0% |
| 30D | -4.3% | +27.7% | -32.1% | -7.2% |
| 3M | +2.3% | +3.3% | -1.0% | +1.4% |
| 6M | +5.5% | +31.8% | -26.3% | +1.5% |
| YTD | +44.9% | +13.5% | +31.4% | +41.1% |
| 1Y | +42.6% | +16.0% | +26.6% | +38.5% |
| 3Y | +0.7% | +70.6% | -69.8% | -6.8% |
| 5Y | +96.9% | +32.1% | +64.7% | +85.4% |
| 10Y | +18.8% | +153.4% | -134.6% | +2.6% |
| All | +1,308.1% | +8,765.9% | -7,457.8% | +790.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling