+1,332.5%
OXY vs GEN
+8,838.9%
-7,506.4%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.2% | +1.2% | -0.7% |
| 7D | +1.6% | -1.2% | +2.8% | +1.7% |
| 30D | +11.6% | +10.1% | +1.4% | +10.3% |
| 3M | +2.8% | +16.1% | -13.3% | +0.8% |
| 6M | +13.0% | +38.9% | -25.8% | +8.2% |
| YTD | +47.4% | +14.4% | +32.9% | +44.0% |
| 1Y | +31.5% | +5.9% | +25.6% | +29.6% |
| 3Y | -1.9% | +58.8% | -60.7% | -8.3% |
| 5Y | +148.0% | +24.7% | +123.3% | +136.1% |
| 10Y | +2.3% | +163.1% | -160.8% | -11.7% |
| All | +1,332.5% | +8,838.9% | -7,506.4% | +808.7% |
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