+6.4%
OXY vs GRMN
+677.8%
-671.4%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.2% | -3.8% | -1.4% |
| 7D | +2.8% | +2.4% | +0.4% | +1.7% |
| 30D | +5.5% | -8.5% | +13.9% | +9.5% |
| 3M | +11.3% | +19.5% | -8.2% | +1.3% |
| 6M | +11.6% | +21.2% | -9.6% | -0.6% |
| YTD | +51.6% | +41.0% | +10.5% | +24.3% |
| 1Y | +36.2% | +19.6% | +16.6% | +20.6% |
| 3Y | +1.7% | +183.8% | -182.1% | -49.4% |
| 5Y | +164.5% | +83.0% | +81.5% | +76.5% |
| All | +6.4% | +677.8% | -671.4% | -65.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling