+1,061.0%
OXY vs GRMN
+6,622.3%
-5,561.3%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.5% | +1.2% |
| 7D | -0.5% | +0.2% | -0.7% | -0.5% |
| 30D | +8.5% | -11.3% | +19.8% | +12.3% |
| 3M | +6.0% | +17.7% | -11.7% | +0.3% |
| 6M | +13.0% | +14.2% | -1.2% | +7.1% |
| YTD | +48.9% | +37.0% | +11.9% | +33.2% |
| 1Y | +36.4% | +17.0% | +19.4% | +27.5% |
| 3Y | -2.3% | +183.2% | -185.5% | -32.0% |
| 5Y | +160.6% | +77.3% | +83.4% | +106.3% |
| 10Y | +2.0% | +630.9% | -628.9% | -43.8% |
| All | +1,061.0% | +6,622.3% | -5,561.3% | +301.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling