+1.1%
OXY vs MPC
+3,032.7%
-3,031.7%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.4% | -0.1% |
| 7D | +2.8% | +1.8% | +1.0% | +1.7% |
| 30D | +5.5% | +14.0% | -8.6% | -2.9% |
| 3M | +11.3% | +52.2% | -40.9% | -14.9% |
| 6M | +11.6% | +75.8% | -64.2% | -22.0% |
| YTD | +51.6% | +146.3% | -94.7% | -14.7% |
| 1Y | +36.2% | +120.8% | -84.6% | -18.3% |
| 3Y | +1.7% | +172.6% | -170.9% | -48.1% |
| 5Y | +164.5% | +678.2% | -513.8% | -29.3% |
| 10Y | +6.1% | +1,163.5% | -1,157.5% | -77.0% |
| All | +1.1% | +3,032.7% | -3,031.7% | -87.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling