+147.9%
OXY vs GPN
-44.5%
+192.4%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | +2.8% | -4.3% | +7.2% | +3.7% |
| 30D | +5.5% | 0.0% | +5.4% | +5.2% |
| 3M | +11.3% | +35.8% | -24.5% | +3.2% |
| 6M | +11.6% | +22.0% | -10.4% | +5.3% |
| YTD | +51.6% | +15.2% | +36.4% | +44.2% |
| 1Y | +36.2% | +3.5% | +32.7% | +33.2% |
| 3Y | +1.7% | -26.9% | +28.6% | +7.1% |
| All | +147.9% | -44.5% | +192.4% | +196.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GPN.
Daily Out/Under-Performance
Portfolio return minus GPN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPN 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 GPN 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