+38.6%
OXY vs MPC
+122.7%
-84.1%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.4% | +0.7% | +0.9% |
| 7D | +0.6% | +3.2% | -2.6% | -1.0% |
| 30D | +4.5% | +25.0% | -20.5% | -7.3% |
| 3M | +8.9% | +55.2% | -46.3% | -14.3% |
| 6M | +12.5% | +86.4% | -73.9% | -18.8% |
| YTD | +50.5% | +148.5% | -98.0% | -4.5% |
| 1Y | +38.6% | +121.7% | -83.1% | -7.4% |
| All | +38.6% | +122.7% | -84.1% | -7.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MPC.
Daily Out/Under-Performance
Portfolio return minus MPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MPC 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 MPC 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