+6.4%
OXY vs MDY
+177.2%
-170.8%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.3% | -0.4% |
| 7D | +2.8% | -1.9% | +4.7% | +5.0% |
| 30D | +5.5% | -4.6% | +10.1% | +11.0% |
| 3M | +11.3% | -1.2% | +12.5% | +11.8% |
| 6M | +11.6% | +9.2% | +2.4% | -2.5% |
| YTD | +51.6% | +13.1% | +38.5% | +26.5% |
| 1Y | +36.2% | +13.0% | +23.2% | +13.3% |
| 3Y | +1.7% | +49.2% | -47.5% | -42.2% |
| 5Y | +164.5% | +47.2% | +117.2% | +46.8% |
| All | +6.4% | +177.2% | -170.8% | -64.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 10y: compounded portfolio wealth divided by compounded MDY 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…
10y analysis · Full analysis span regression · 6 months rolling