+45.9%
OXY vs GRMN
+40.7%
+5.2%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +6.5% | -11.7% | -4.6% |
| 7D | -8.8% | +6.1% | -14.9% | -8.3% |
| 30D | -1.7% | +1.3% | -3.0% | -1.3% |
| 3M | +4.5% | -5.6% | +10.1% | +4.7% |
| 6M | -4.0% | +22.2% | -26.2% | -2.2% |
| YTD | +41.4% | +44.3% | -2.9% | +38.8% |
| 1Y | +45.9% | +43.1% | +2.8% | +42.9% |
| All | +45.9% | +40.7% | +5.2% | +42.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 1y: compounded portfolio wealth divided by compounded GRMN 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…
1y analysis · Full analysis span regression · 6 months rolling