+16.2%
OXY vs KWEB
-20.7%
+36.9%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.4% | +1.6% | -0.3% |
| 7D | +1.4% | -4.3% | +5.7% | -0.3% |
| 30D | +4.0% | -13.0% | +17.0% | -1.4% |
| 3M | +7.6% | -7.6% | +15.2% | +4.9% |
| 6M | +16.2% | -21.1% | +37.3% | +1.9% |
| All | +16.2% | -20.7% | +36.9% | +1.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KWEB.
Daily Out/Under-Performance
Portfolio return minus KWEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KWEB 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 6mo: compounded portfolio wealth divided by compounded KWEB 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…
6mo analysis · Full analysis span regression · 6 months rolling