+1,271.9%
OXY vs KEY
+1,012.1%
+259.8%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.5% | +0.1% | +0.4% |
| 7D | -0.2% | -0.5% | +0.4% | 0.0% |
| 30D | -6.4% | +6.7% | -13.1% | -8.5% |
| 3M | -2.6% | -4.6% | +2.0% | -1.4% |
| 6M | +4.8% | +2.6% | +2.2% | +3.1% |
| YTD | +41.2% | +7.0% | +34.2% | +36.0% |
| 1Y | +39.5% | +23.5% | +16.0% | +27.9% |
| 3Y | -0.8% | +126.4% | -127.2% | -27.7% |
| 5Y | +91.6% | +13.0% | +78.5% | +66.5% |
| 10Y | +15.7% | +99.5% | -83.7% | -11.7% |
| All | +1,271.9% | +1,012.1% | +259.8% | +604.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling