-2.8%
OXY vs MPC
+187.3%
-190.0%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +4.6% | -5.7% | -3.6% |
| 7D | -8.2% | -9.4% | +1.2% | -3.2% |
| 30D | -7.2% | -14.3% | +7.1% | +0.6% |
| 3M | +0.2% | +31.1% | -30.9% | -15.1% |
| 6M | +6.1% | +60.3% | -54.1% | -20.1% |
| YTD | +37.5% | +142.5% | -105.0% | -18.6% |
| 1Y | +37.7% | +104.6% | -66.9% | -10.2% |
| 3Y | -2.8% | +191.7% | -194.5% | -49.0% |
| All | -2.8% | +187.3% | -190.0% | -49.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling