+147.9%
OXY vs KEEL
-34.6%
+182.5%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.8% | -3.3% | +0.3% |
| 7D | +2.8% | +2.9% | 0.0% | +2.6% |
| 30D | +5.5% | +0.8% | +4.6% | +5.1% |
| 3M | +11.3% | -35.3% | +46.6% | +13.1% |
| 6M | +11.6% | +59.4% | -47.8% | +5.5% |
| YTD | +51.6% | +51.9% | -0.4% | +42.7% |
| 1Y | +36.2% | +75.0% | -38.8% | +23.9% |
| 3Y | +1.7% | +224.5% | -222.8% | -20.1% |
| All | +147.9% | -34.6% | +182.5% | +116.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KEEL.
Daily Out/Under-Performance
Portfolio return minus KEEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEEL 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 KEEL 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