+1,069.9%
OXY vs KMX
+448.1%
+621.9%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.5% | +1.2% |
| 7D | +0.6% | -1.9% | +2.5% | +0.9% |
| 30D | +4.5% | +2.6% | +1.9% | +3.9% |
| 3M | +8.9% | +25.6% | -16.7% | +3.8% |
| 6M | +12.5% | +41.9% | -29.4% | +3.9% |
| YTD | +50.5% | +56.0% | -5.6% | +36.2% |
| 1Y | +38.6% | -1.8% | +40.4% | +34.6% |
| 3Y | -1.2% | -25.7% | +24.5% | -0.7% |
| 5Y | +161.6% | -54.7% | +216.4% | +178.8% |
| 10Y | +5.3% | +9.2% | -3.9% | -2.8% |
| All | +1,069.9% | +448.1% | +621.9% | +690.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KMX.
Daily Out/Under-Performance
Portfolio return minus KMX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMX 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 KMX 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