+150.5%
OXY vs LSCC
+82.7%
+67.7%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.0% | -2.9% | -1.2% |
| 7D | +1.6% | +1.3% | +0.3% | +1.4% |
| 30D | +11.6% | -9.7% | +21.2% | +13.0% |
| 3M | +2.8% | -23.7% | +26.5% | +5.8% |
| 6M | +13.0% | +26.5% | -13.4% | +5.5% |
| YTD | +47.4% | +57.5% | -10.1% | +31.0% |
| 1Y | +31.5% | +75.7% | -44.2% | +13.7% |
| 3Y | -1.9% | +19.5% | -21.4% | -13.8% |
| All | +150.5% | +82.7% | +67.7% | +88.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LSCC.
Daily Out/Under-Performance
Portfolio return minus LSCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LSCC 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 LSCC 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