+1,347.0%
OXY vs GSK
+1,657.0%
-310.0%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.7% | +3.7% | +1.8% |
| 7D | -0.5% | -4.2% | +3.7% | +0.7% |
| 30D | +8.5% | -7.5% | +16.0% | +10.8% |
| 3M | +6.0% | -3.3% | +9.3% | +6.6% |
| 6M | +13.0% | -9.3% | +22.3% | +15.1% |
| YTD | +48.9% | +1.6% | +47.3% | +46.3% |
| 1Y | +36.4% | +25.5% | +10.9% | +25.5% |
| 3Y | -2.3% | +49.3% | -51.6% | -16.5% |
| 5Y | +160.6% | +46.7% | +114.0% | +120.5% |
| 10Y | +2.0% | +76.8% | -74.8% | -18.3% |
| All | +1,347.0% | +1,657.0% | -310.0% | +649.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GSK.
Daily Out/Under-Performance
Portfolio return minus GSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GSK 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded GSK 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling