+108.0%
OXY vs IBKR
+1,349.8%
-1,241.8%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.2% | -1.7% | -0.4% |
| 7D | +2.8% | -1.3% | +4.2% | +3.4% |
| 30D | +5.5% | -0.2% | +5.7% | +4.9% |
| 3M | +11.3% | +3.0% | +8.4% | +8.2% |
| 6M | +11.6% | +33.9% | -22.3% | -5.0% |
| YTD | +51.6% | +42.5% | +9.1% | +24.3% |
| 1Y | +36.2% | +44.9% | -8.7% | +9.7% |
| 3Y | +1.7% | +293.0% | -291.3% | -51.6% |
| 5Y | +164.5% | +497.7% | -333.2% | -2.1% |
| 10Y | +6.1% | +1,004.4% | -998.3% | -70.9% |
| All | +108.0% | +1,349.8% | -1,241.8% | -64.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IBKR.
Daily Out/Under-Performance
Portfolio return minus IBKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBKR 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 IBKR 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