+31.5%
OXY vs KR
-12.5%
+44.0%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -1.1% | -1.0% |
| 7D | +1.6% | +1.5% | +0.1% | +1.2% |
| 30D | +11.6% | +4.1% | +7.5% | +10.4% |
| 3M | +2.8% | -5.2% | +8.0% | +4.4% |
| 6M | +13.0% | -12.8% | +25.8% | +18.9% |
| YTD | +47.4% | -4.6% | +52.0% | +51.0% |
| 1Y | +31.5% | -11.7% | +43.2% | +34.2% |
| All | +31.5% | -12.5% | +44.0% | +34.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KR.
Daily Out/Under-Performance
Portfolio return minus KR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KR 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 KR 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