+163.2%
OXY vs GRMN
+73.8%
+89.4%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | +1.4% | -1.8% | +3.2% | +1.8% |
| 30D | +4.0% | -12.1% | +16.1% | +6.9% |
| 3M | +7.6% | +18.0% | -10.4% | +3.2% |
| 6M | +16.2% | +13.7% | +2.5% | +11.6% |
| YTD | +50.8% | +35.3% | +15.5% | +38.0% |
| 1Y | +34.7% | +17.2% | +17.4% | +27.6% |
| 3Y | -1.0% | +179.6% | -180.6% | -27.5% |
| 5Y | +163.2% | +75.6% | +87.6% | +119.4% |
| All | +163.2% | +73.8% | +89.4% | +119.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling