+1,241.6%
OXY vs IBN
+1,491.4%
-249.8%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.5% | +3.6% | +1.7% |
| 7D | -0.5% | -2.2% | +1.7% | +0.1% |
| 30D | +8.5% | -2.3% | +10.8% | +9.1% |
| 3M | +6.0% | +15.9% | -9.9% | +1.6% |
| 6M | +13.0% | +5.6% | +7.4% | +10.3% |
| YTD | +48.9% | -0.1% | +49.0% | +47.1% |
| 1Y | +36.4% | -6.5% | +43.0% | +37.0% |
| 3Y | -2.3% | +29.3% | -31.6% | -11.3% |
| 5Y | +160.6% | +56.6% | +104.1% | +122.1% |
| 10Y | +2.0% | +314.4% | -312.4% | -33.1% |
| All | +1,241.6% | +1,491.4% | -249.8% | +521.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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