+1,332.5%
OXY vs KEY
+1,050.5%
+282.0%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.3% | -1.2% | -1.0% |
| 7D | +1.6% | +2.2% | -0.6% | +0.8% |
| 30D | +11.6% | -3.0% | +14.6% | +12.6% |
| 3M | +2.8% | +3.3% | -0.5% | +1.3% |
| 6M | +13.0% | +9.2% | +3.9% | +8.6% |
| YTD | +47.4% | +10.6% | +36.7% | +40.6% |
| 1Y | +31.5% | +20.4% | +11.1% | +21.7% |
| 3Y | -1.9% | +121.8% | -123.8% | -28.3% |
| 5Y | +148.0% | +41.1% | +106.8% | +100.6% |
| 10Y | +2.3% | +168.5% | -166.3% | -27.9% |
| All | +1,332.5% | +1,050.5% | +282.0% | +628.5% |
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