+34.7%
OXY vs KDP
+18.4%
+16.3%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.9% | +2.2% | +0.2% |
| 7D | +1.4% | -4.3% | +5.7% | +1.3% |
| 30D | +4.0% | +7.8% | -3.8% | +4.2% |
| 3M | +7.6% | -0.1% | +7.7% | +7.8% |
| 6M | +16.2% | +14.0% | +2.2% | +15.8% |
| YTD | +50.8% | +15.1% | +35.8% | +50.0% |
| 1Y | +34.7% | +18.5% | +16.2% | +34.4% |
| All | +34.7% | +18.4% | +16.3% | +34.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KDP.
Daily Out/Under-Performance
Portfolio return minus KDP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KDP 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 KDP 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