+1.0%
OXY vs IBB
+63.1%
-62.1%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.9% | +2.0% | +1.3% |
| 7D | +0.6% | -3.9% | +4.5% | +1.5% |
| 30D | +4.5% | +2.7% | +1.8% | +3.7% |
| 3M | +8.9% | +21.4% | -12.4% | +3.6% |
| 6M | +12.5% | +20.1% | -7.6% | +6.7% |
| YTD | +50.5% | +21.9% | +28.6% | +41.6% |
| 1Y | +38.6% | +44.1% | -5.5% | +20.8% |
| All | +1.0% | +63.1% | -62.1% | -15.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 3y: compounded portfolio wealth divided by compounded IBB 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…
3y analysis · Full analysis span regression · 6 months rolling