+36.2%
OXY vs GTLB
-4.2%
+40.4%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GTLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.1% | +0.5% |
| 7D | +2.8% | -5.7% | +8.5% | +2.6% |
| 30D | +5.5% | +15.1% | -9.7% | +6.0% |
| 3M | +11.3% | +65.5% | -54.2% | +13.6% |
| 6M | +11.6% | +102.9% | -91.3% | +14.5% |
| YTD | +51.6% | +25.2% | +26.4% | +51.7% |
| 1Y | +36.2% | -5.5% | +41.7% | +33.1% |
| All | +36.2% | -4.2% | +40.4% | +33.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GTLB.
Daily Out/Under-Performance
Portfolio return minus GTLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GTLB 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 GTLB 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