+45.9%
OXY vs KGC
-5.3%
+51.2%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +7.5% | -12.6% | -4.2% |
| 7D | -8.8% | -6.8% | -2.0% | -9.3% |
| 30D | -1.7% | -9.2% | +7.5% | -2.4% |
| 3M | +4.5% | -9.1% | +13.7% | +4.5% |
| 6M | -4.0% | -25.7% | +21.7% | -5.9% |
| YTD | +41.4% | -23.6% | +65.0% | +36.0% |
| 1Y | +45.9% | -4.3% | +50.2% | +37.9% |
| All | +45.9% | -5.3% | +51.2% | +37.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KGC.
Daily Out/Under-Performance
Portfolio return minus KGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KGC 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 1y: compounded portfolio wealth divided by compounded KGC 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…
1y analysis · Full analysis span regression · 6 months rolling