+1,308.1%
OXY vs GPC
+2,081.1%
-773.0%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.4% | +0.2% | +0.4% |
| 7D | +4.2% | +0.4% | +3.8% | +3.9% |
| 30D | -4.3% | -6.3% | +2.0% | -1.8% |
| 3M | +2.3% | -8.2% | +10.5% | +5.7% |
| 6M | +5.5% | +27.1% | -21.6% | -8.9% |
| YTD | +44.9% | +3.1% | +41.8% | +36.0% |
| 1Y | +42.6% | +0.1% | +42.5% | +35.7% |
| 3Y | +0.7% | +0.2% | +0.5% | -8.5% |
| 5Y | +96.9% | +4.9% | +92.0% | +69.7% |
| 10Y | +18.8% | +75.2% | -56.4% | -21.9% |
| All | +1,308.1% | +2,081.1% | -773.0% | +261.4% |
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