+1,299.7%
OXY vs GPC
+2,072.3%
-772.6%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.7% | +2.8% | +2.4% |
| 7D | +3.6% | -1.3% | +4.9% | +4.2% |
| 30D | -5.3% | -6.0% | +0.7% | -2.9% |
| 3M | +0.2% | -7.6% | +7.8% | +3.2% |
| 6M | +4.7% | +24.2% | -19.5% | -8.6% |
| YTD | +44.0% | +2.7% | +41.3% | +35.5% |
| 1Y | +42.1% | +0.2% | +41.9% | +35.1% |
| 3Y | +1.2% | -0.8% | +1.9% | -7.7% |
| 5Y | +95.7% | +4.4% | +91.3% | +69.0% |
| 10Y | +18.1% | +74.5% | -56.4% | -22.2% |
| All | +1,299.7% | +2,072.3% | -772.6% | +259.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GPC.
Daily Out/Under-Performance
Portfolio return minus GPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPC 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 GPC 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