+36.2%
OXY vs MKSI
+142.7%
-106.5%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.1% | -1.6% | +0.7% |
| 7D | +2.8% | +2.7% | +0.1% | +3.1% |
| 30D | +5.5% | -12.8% | +18.3% | +4.0% |
| 3M | +11.3% | -22.5% | +33.8% | +9.4% |
| 6M | +11.6% | +19.4% | -7.8% | +14.2% |
| YTD | +51.6% | +67.7% | -16.2% | +52.2% |
| 1Y | +36.2% | +131.4% | -95.2% | +34.8% |
| All | +36.2% | +142.7% | -106.5% | +34.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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