+147.9%
OXY vs KR
+52.3%
+95.6%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.7% | -2.2% | +0.1% |
| 7D | +2.8% | -0.2% | +3.0% | +2.8% |
| 30D | +5.5% | +5.1% | +0.4% | +4.6% |
| 3M | +11.3% | -8.2% | +19.5% | +12.6% |
| 6M | +11.6% | -18.0% | +29.6% | +14.8% |
| YTD | +51.6% | -4.8% | +56.3% | +52.8% |
| 1Y | +36.2% | -11.0% | +47.2% | +38.3% |
| 3Y | +1.7% | +37.7% | -36.0% | -6.7% |
| All | +147.9% | +52.3% | +95.6% | +123.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling