+160.6%
OXY vs KEY
+39.4%
+121.2%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.8% | +2.8% | +1.5% |
| 7D | -0.5% | +2.7% | -3.2% | -1.2% |
| 30D | +8.5% | -3.2% | +11.7% | +9.3% |
| 3M | +6.0% | +1.0% | +5.0% | +5.3% |
| 6M | +13.0% | +11.9% | +1.1% | +8.5% |
| YTD | +48.9% | +8.7% | +40.2% | +43.7% |
| 1Y | +36.4% | +18.5% | +17.9% | +28.1% |
| 3Y | -2.3% | +124.0% | -126.2% | -25.0% |
| 5Y | +160.6% | +40.8% | +119.8% | +64.0% |
| All | +160.6% | +39.4% | +121.2% | +64.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 KEY 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