+77.6%
OXY vs MPC
+563.2%
-485.6%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +4.6% | -5.7% | -4.1% |
| 7D | -8.2% | -9.4% | +1.2% | -2.3% |
| 30D | -7.2% | -14.3% | +7.1% | +2.0% |
| 3M | +0.2% | +31.1% | -30.9% | -17.7% |
| 6M | +6.1% | +60.3% | -54.1% | -24.3% |
| YTD | +37.5% | +142.5% | -105.0% | -26.9% |
| 1Y | +37.7% | +104.6% | -66.9% | -17.8% |
| 3Y | -2.8% | +191.7% | -194.5% | -57.7% |
| 5Y | +77.6% | +549.2% | -471.6% | -68.0% |
| All | +77.6% | +563.2% | -485.6% | -68.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling