+59.1%
OXY vs KEEL
+294.5%
-235.3%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.8% | -3.3% | +0.4% |
| 7D | +2.8% | +2.9% | 0.0% | +2.7% |
| 30D | +5.5% | +0.8% | +4.6% | +5.2% |
| 3M | +11.3% | -35.3% | +46.6% | +12.4% |
| 6M | +11.6% | +59.4% | -47.8% | +8.0% |
| YTD | +51.6% | +51.9% | -0.4% | +46.3% |
| 1Y | +36.2% | +75.0% | -38.8% | +29.2% |
| 3Y | +1.7% | +224.5% | -222.8% | -9.6% |
| 5Y | +164.5% | -35.9% | +200.4% | +138.1% |
| All | +59.1% | +294.5% | -235.3% | +39.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling