+0.7%
OXY vs MP
+161.0%
-160.3%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.5% | -2.9% | +0.5% |
| 7D | +4.2% | +9.5% | -5.3% | +3.9% |
| 30D | -4.3% | -3.0% | -1.4% | -4.3% |
| 3M | +2.3% | -30.4% | +32.6% | +3.2% |
| 6M | +5.5% | -39.2% | +44.7% | +7.0% |
| YTD | +44.9% | -23.3% | +68.2% | +44.6% |
| 1Y | +42.6% | -32.6% | +75.2% | +43.1% |
| 3Y | +0.7% | +159.3% | -158.5% | -14.8% |
| All | +0.7% | +161.0% | -160.3% | -14.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MP.
Daily Out/Under-Performance
Portfolio return minus MP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MP 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 3y: compounded portfolio wealth divided by compounded MP 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…
3y analysis · Full analysis span regression · 6 months rolling