+160.6%
OXY vs IBB
+20.0%
+140.6%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.2% | +3.2% | +1.6% |
| 7D | -0.5% | -1.7% | +1.2% | -0.1% |
| 30D | +8.5% | +4.9% | +3.6% | +6.9% |
| 3M | +6.0% | +24.2% | -18.2% | -0.9% |
| 6M | +13.0% | +23.8% | -10.9% | +4.9% |
| YTD | +48.9% | +23.0% | +25.9% | +38.5% |
| 1Y | +36.4% | +46.2% | -9.7% | +18.4% |
| 3Y | -2.3% | +64.8% | -67.1% | -20.2% |
| 5Y | +160.6% | +20.9% | +139.7% | +119.6% |
| All | +160.6% | +20.0% | +140.6% | +119.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling